Navigating Real Estate for Seniors

This chapter explores the specialized niche of real estate services aimed at assisting seniors with relocation and downsizing. It emphasizes the collaboration between real estate professionals and other advisors to address the unique challenges families face, especially surrounding inheritance and capital gains tax. Additionally, the chapter discusses the importance of holistic real estate practices and the role of trustees in the ongoing wealth transfer process.

Transcript

Play full episode

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!

Get the app