If you search for “estate planning essentials” online, you will find a lot of consensus advice that is mostly on the mark for Indianapolis seniors and retirees. For example, you might be advised to draft a will, to establish a living trust, assign a power of attorney and set up an advance healthcare directive. You might find recommendations to check your insurance levels, too, or update your beneficiaries and make sure all paperwork is in good order. Good advice overall, but

Finding an Indianapolis area senior-accessible home near your family can be easier than you think. Call 317.442.4797.

Maybe you’ve seen those reverse mortgage commercials on TV. In 30 or 60 seconds, it can be difficult to grasp what a reverse mortgage can do for you. But here is the basic idea: With a reverse mortgage, seniors age 62+ can use their home equity (the difference between your home’s market value and the amount you still owe on any mortgage or equity loan) to pay for other financial obligations or plans. Unlike a Home Equity Line of Credit (HELOC), a reverse mortgage typically de

Americans are living longer, and this means we need to consider places to live comfortably and safely later in life. As we know, we have to plan for our financial futures and retirement; planning for housing needs should go “hand-in-hand” with that planning process but is often neglected. As many Baby Boomers have been considered the “sandwich” generation, planning for your comfort and possibly for parents can be critical. Empty nesters may wish to look more at their personal

Does using a Seniors Real Estate Specialist® really matter when downsizing for your active retirement years? After all, isn’t any well-qualified real estate professional capable of serving the needs of ALL generations? Simply put, while there might be many excellent Realtors in the Indianapolis area, very few are certified as a Seniors Real Estate Specialist, or SRES®. I’m one of the few SRES designees in central Indiana. And as such, I’m uniquely qualified to serve the equal