I would like to share a "product" with my "Senior" readers..... this past year I sold a Lennar home out in the Anatolia area off Sunrise Blvd. near Jackson highway.  When this project was first built, I wasn't that thrilled about the waaaaaaay out location and the lack of trees.  Then the development went through the "short sale" and "foreclosure" problems that many new home subdivisions experienced.....so I was even more relieved that I hadn't sold any in that development.  Now, many years later, I had the opportunity to take some clients of mine out to that area because they had heard good things about Lennar Homes and wanted me to represent them in a new purchase. I was hesitant, because of the location and also because I didn't know much about the builder, Lennar.  Well, long story short,  I was very very impressed.  There are no more short sales or foreclosures there, and trees are getting big and more than that,  I was very very impressed with the Lennar Homes!  Which brings me to share with you, another development I've been touring for my "Senior" buyers.

It's the Heritage @ Westshore in the Natomas area.  I've been out there with several of my clients and everyone LOVES IT!  I could live there myself if I ever left Land Park.  These homes at Heritage in Westshore compliment an active adult lifestyle and it's amazing what they have been able to provide NOT as upgrades, but as standard features!  Wide hallways, spacious doorways, expansive rooms, state of the art appliances and energy efficient elements all included at no extra cost.  They're beautiful homes AND prices start at an amazing $312,900.  The most expensive model currently, is just $334,000.  Unbelievable.....and the area is gated and association fees include a 22,700 sq.ft.   clubhouse with pool and spa and state of the art fitness center.   Their brochure says HOA's are $162 but their salesperson told me they are $215....+ Mello Roos to take care of street lights, parkways, etc.  Really impressive is  the beautiful exceptionally large walk-in showers.  I can really appreciate that kind of access being I broke my ankle last year and was in a cast with limited mobility for a couple of months!  What a blessing it would have been to have had access to a "flat" walk in shower that even has a seat and two shower heads.

If you've been considering a move into an adult gated community,  call or email me.  I'd love to represent you and Lennar cooperates with agents and brokers. But I must "register" your name with them before you go out to the development in order for me to represent you.  I have a few of their brochures if you'd like additional information....just call or email me.  I'd love to help you or answer any questions you may have.  I was very impressed with Lennar and I think you will be too.

Transfer your current property taxes to your new purchase!

There's a wonderful opportunity for you to transfer your current property taxes to your NEW purchase IF you meet the criteria for doing so.  I rarely hear anyone mentioning this and I would hope that Realtors who work with "Seniors" would make certain their clients are aware of this. It could be a wonderful tax savings!

Proposition 60 allows homeowners who are over the age of 55 to transfer his or her base year value to a new purchase, provided the replacement property is of equal or lesser "current market value" than the original property. (* "and" you meet other criteria)  Proposition 60 applies for transfers within the SAME county.

Proposition 90 allows for transfers from one county to another county within California and is at the discretion of each county to authorize such transfers.  As of November 20, 2014 there are currently ten counties in California that authorize inter county transfers. Those counties include Alameda, El Dorado, Los Angeles, Orange, Riverside, San Bernadino, San Diego, San Mateo, Santa Clara and Ventura.  HOWEVER, it is recommended that you contact your assessors office for verification, as it could change at any time.

If you're an "empty nester" and are living in a home that's way too big for you now, but still want to own your own home but just need a smaller home, this may be the perfect answer! If you purchased your home in the last few years, this may not benefit you because your property taxes are probably 1.25% of what you purchased it for.  Thus, you may not have the least bit interest in transferring THAT amount....goodness no.   But,  if you've been in your home for many years and now find yourself rambling around in too much square footage,  this may be the perfect solution for you.

There are many ramifications for taking advantage of this savings,  so I am highly recommending that you click on the following link to familiarize yourself with these Propositions if think you might be able to take advantage of this opportunity.  The State Board of Equalization has 10 pages of information on these two propositions and answers at least 32 questions pertaining to who qualifies and how it works.  It's a great reference guide. Why not take advantage of this savings if you're eligible?!

If you're a "senior" and have been thinking about making a move, call or email me and I'd be happy to assist you however I can!


Click here for info on Prop 60 & 90