OK,   another reminder....IF you have a Trust,  don't forget to put your house in your Trust if you've forgotten to do that and that had been your intention ... and IF you don't yet have a Trust,  contact an attorney and talk to them about whether that's something you should do.  I can't give legal advice but I can suggest you speak to an attorney about that.  If you need a referral to one, feel free to contact me and I'll be happy to suggest one.....I'm sure there must be many who will give you a free "consultation" so you can decide if that's something you need to do.

Now, another reminder about a Property Tax benefit you may or may not know about.

Under Proposition 60, any person 55 or older can sell a home eligible for the homeowners exemption and transfer that home's CURRENT property tax assessment to another home of EQUAL OR LESSER value  in the same county within two years before or after the sale of the original property.

Alot of people don't know about this little benefit,  but think about it!   Maybe you're an empty-nester and your home is too large for you but you don't want to rent and worry about a landlord continually raising your rent.  Soooooo,  here's a wonderful benefit.....you sell the home you're in and purchase a smaller home, as long as the purchase price is less than the one you're selling.  This works especially well if you've been in your current home for a long long time,  like I have.  I've been in my home since 1977 so my property taxes are very very reasonable.  You may be in the same situation.  And what a great opportunity.....maybe you just want a half-plex or a smaller home...or a condo.  Isn't this a great idea and great little-known benefit?

As a senior myself,  I'm always receptive to information that may benefit me and I hope you are too. If you have any questions about what is involved in selling your home...whether you're moving into a senior residence or into a smaller home to take advantage of this property tax break,  call me!  I'd love to help you.....