Resources
Every home transition is different.
Resources
Every home transition is different.
A curated collection of organizations and practical information to help you navigate
the many considerations that can accompany a life or home transition—
from housing and finances to healthcare, legal matters, and planning for what comes next.
AARP - Information and tools covering finances, health, housing, caregiving, work, and life after 50.
Eldercare Locator - A national service that connects older adults, caregivers, and families with local resources and support, including transportation, meals, home care, housing, and legal assistance.
The Senior List - Consumer information, reviews, and guides covering senior housing, care, Medicare, home safety, and other aging-related topics.
BenefitsCheckUp — National Council on Aging - Tools to help older adults identify benefit programs and assistance they may qualify for.
Social Security Administration - Information about Social Security retirement, disability, survivor, family, and Supplemental Security Income benefits.
Low Income Home Energy Assistance Program (LIHEAP) - Information about assistance with home energy costs, energy emergencies, weatherization, and related home repairs for qualifying households.
Social Security - Estimate benefits, check eligibility, apply for benefits, and manage your Social Security account.
Medicare - Information about Medicare coverage, plans, costs, providers, and enrollment.
AARP Money - Articles and tools covering retirement, Social Security, taxes, budgeting, investing, and other financial considerations.
IRS: Like-Kind Exchanges (Section 1031) - General information about Section 1031 like-kind exchanges involving qualifying business or investment real property. Consult a qualified tax professional regarding your specific circumstances.
Medicare - Official information about Medicare coverage, costs, plans, providers, and enrollment.
Centers for Medicare & Medicaid Services (CMS) - Federal information about Medicare, Medicaid, the Children’s Health Insurance Program, and other health coverage programs.
Alzheimer's Association - Information, education, support, and resources for people living with Alzheimer’s and other forms of dementia, as well as their caregivers and families.
Aging Life Care Association - A professional association for Aging Life Care Professionals, formerly known as geriatric care managers. Its directory can help families locate professionals who provide care coordination, assessment, advocacy, and support.
Eldercare Locator — Caregiver Resources - A starting point for finding local caregiver services, respite support, transportation, meals, and other community resources.
Age Safe® America - Resources focused on senior home safety, aging in place, fall prevention, and creating safer homes for older adults.
Age in Place - Information and resources related to aging in place, including home modifications, assistive technology, finances, and preparing a home for changing needs.
AARP — Home & Housing - Information about housing decisions, home modifications, aging in place, home maintenance, and related considerations.
California Department of Aging - California's state resource for older adults and their families, including information about housing options, home modifications, caregiver support, Medicare, Medi-Cal, transportation, and other services.
Justice in Aging - Legal advocacy and educational resources focused on protecting the rights and economic security of older adults, including California-specific resources.
California Advocates for Nursing Home Reform (CANHR) - California-focused information and advocacy concerning long-term care, nursing homes, assisted living, Medi-Cal, and the rights of older adults.
AARP — Estate Planning - General information to help you understand wills, trusts, beneficiaries, advance directives, and other estate-planning considerations.
Nolo — Estate Planning - Plain-language legal information covering wills, trusts, probate, powers of attorney, and other estate-planning topics.
California Legislative Information — Probate Code - California's official legislative database, including the Probate Code governing wills, trusts, estates, and related matters. Legal questions should be directed to a qualified California attorney.
California Department of Aging - Statewide information and services for older adults, caregivers, and families.
California Advocates for Nursing Home Reform - California-specific advocacy and information concerning long-term care and the rights of older adults.
California Senior Legislature - A nonpartisan organization that develops and advocates for legislative proposals addressing issues affecting older Californians, including housing, healthcare, transportation, and financial security.
Santa Clara County Department of Aging and Adult Services - Local programs and services for older adults, adults with disabilities, and their families, including IHSS, nutrition programs, Adult Protective Services, conservatorship information, and other community resources.
Santa Clara County Social Services Agency - County services and assistance programs, including resources for older and dependent adults.
California Proposition 19 — Board of Equalization - Official California information about Proposition 19, including base-year value transfers and parent-child and grandparent-grandchild transfer rules. Because Proposition 19 can have significant tax consequences, consult a qualified tax or legal professional about your circumstances.
California Board of Equalization — Property Tax - Official California property-tax information, including taxpayer resources and county assessor information.
Looking for something else?
A home transition often involves more than real estate.
If you're looking for a type of professional or resource
you don't see here, feel free to reach out.
I may be able to point you in the right direction.