Elder Resources

A successor in interest may be the person who inherits your home or otherwise receives an ownership interest from you. It’s a person who takes on the...

Published on: June 18, 2026

Seniors hold deeds to a third of all owner-occupied homes. In the coming years, they’ll spend a lot of money in estate planning. Those who want a simple,...

Published on: June 12, 2026

No doubt you’ve experienced it, or more than a few of your friends have. Parents pass on, and then the adult children aren’t speaking. It can happen in...

Published on: June 10, 2026

If you hold a deed jointly, you might wonder what would happen if one joint owner becomes incapacitated. Can just one of you carry out refinancing or a...

Published on: June 8, 2026

You already know that naming your children on your deed is probably not good tax planning for the next generation. But what other, less obvious deed...

Published on: May 11, 2026

Estate planning focuses on what happens with everything you own after death. Elder law addresses legal and planning needs late in life: decision-making...

Published on: May 10, 2026

Perhaps your home’s deed is vested as JTWROS, but the joint owner is not on the mortgage. Will this be an issue if you pass away before your final payoff?...

Published on: April 28, 2026

Older homeowners, especially those whose mortgages are paid off, can be targeted for deed theft. The crime involves someone else pressuring a vulnerable...

Published on: April 14, 2026

The FBI recently arrested 11 people in Los Angeles. The investigation involved people who went after more than $17 million in deed theft, say prosecutors....

Published on: April 12, 2026

In participating Pennsylvania counties, the Domiciliary Care Program provides safe, comfortable home living for seniors, or adults of any age from 18 up,...

Published on: April 9, 2026

A deed is a key asset as you approach retirement. If you opt to sell your home, you’ll have the equity at your fingertips. You might opt to downsize, or...

Published on: March 15, 2026

Buying a home? Downsizing into a condo community? Maybe you’re acquiring a deed for the first time in many years. And you’re thinking of how your deed...

Published on: March 8, 2026

When you (or your senior relatives) need to sell a dated home, what’s the best strategy? If you’ve happily held onto one deed for a long time, perhaps...

Published on: February 24, 2026

If you own your home and you’re 65 or older, you could be leaving money on the table. Nearly every state offers some form of property tax relief for...

Published on: February 1, 2026

Sleazy schemes often target people at their most vulnerable. Perhaps the most vulnerable time in all of our lives comes in old age. At some point, older...

Published on: January 31, 2026

A home equity conversion mortgage (HECM) is a lesser-known financial tool designed for seasoned deed holders. At essence, it’s a reverse mortgage. Backed...

Published on: January 28, 2026

A lady bird deed is simply an enhanced life estate deed. It’s popular with older adults who want to keep lifetime rights in a deed and then have it...

Published on: January 19, 2026

Once a home is listed on the market, it shows up for sale on the popular real estate websites. That’s almost always best for home sellers and buyers...

Published on: January 8, 2026

A will can be enough to distribute a simple estate after you’re gone. In many people’s lives, a deed is the key asset. It can be passed along to your...

Published on: December 30, 2025

For a great many seniors, home equity is up. And as interest rates are easing (a little), home equity borrowing is likely to get (a little) cheaper. Tens...

Published on: December 24, 2025

Whether it’s an investment vacation property, or simply a place to unwind, there might come a time when you’re ready to let it go. With home values so...

Published on: December 16, 2025

What happens when one spouse moves into assisted living, and the other spouse stays in the couple’s home? The official word used to describe the spouse...

Published on: December 12, 2025

A fast-acting real estate pro helped nab the suspected perpetrator of a deed theft against a senior. John Rowan, a Scottsdale real estate agent and...

Published on: December 5, 2025

Accessory dwelling units (also known as ADUs, backyard cottages, guest homes, or granny flats) can enable seniors to enjoy privacy, yet remain close to...

Published on: November 13, 2025