If you’re 55 or older, your real estate needs come with unique questions, whether it’s about taxes, downsizing, 55+ communities, or simply knowing when the right time to move is. This video library was built for you. Follow along as we break down key topics to help you make confident, informed decisions every step of the way
How to Keep Your Property Taxes Low When You Move
Many homeowners over 55 ask if they can keep their current property tax rate when relocating. In many cases, Proposition 19 may allow eligible homeowners to transfer their property tax base to a replacement home anywhere in California.
In simple terms:
If you qualify, Prop 19 may let you:
- Move anywhere in California
- Keep your existing tax base (with rules)
- Use this benefit up to three times
Basic eligibility (general overview):
- You (or your spouse) are 55+, severely disabled, or a disaster victim
- Both homes must be your primary residence
- The replacement home must be purchased or built within two years of selling
- A claim must be filed with the county assessor
Because the rules can be detailed and situation-specific, we recommend confirming eligibility directly with the Assessor’s office or a qualified tax professional. Helpful resource: assessor.lacounty.gov
WHY BOOMERS ARE DRIVING THE MARKET
This video is geared toward home sellers over 55. There are many reasons why this segment of home sellers is driving the market more than ever and why we think this will continue. What are some of the laws and changes this group is taking advantage of?
In this video, we break down the basics of estate planning—how to prepare a home and important documents in case of a loved one’s passing. From trusts to organizing home affairs to making sure you find the right team, here’s what you need to know.