Scott Selleck and elder law attorney Marisa Helmi explain why seniors need both an SRES realtor and an elder law attorney working together. Real estate moves involve legal and financial issues beyond the house itself: estate planning, Medicaid, guardianship, and asset protection all matter. A coordinated team prevents costly mistakes.
The Essential Partnership SRES Realtor and Elder Law Attorney hello, I'm Scott Selick, a senior real estate specialist with 32 years of experience helping seniors navigate life transitions. Today I'm excited to share how my partnership with Marisa Helmi, a distinguished elder law attorney with the Manna Helmi Law Group, provides comprehensive support beyond just selling a home for seniors and their families. A move isn't just about real estate. It involves a complex legal, financial and practical considerations that impact your quality of life care options and your legacy. Making these decisions separately often leads to costly mistakes and missed opportunities. Introducing Marisa Helmi Marisa Helmi brings extensive expertise in estate planning, guardianships and elder law. She's recognized as a Super Lawyer's Rising Star from 2020 to 2023 and specialize in asset protection and Medicaid planning. Marisa has unique abilities to translate complex legal concepts into clear, actionable guidance for her clients. So what my SRES experience brings to the table, let me tell you about it. As an SRES designated Realtor, I bring specialized training in senior housing transitions including the following Maximizing your home's value and equity understanding emotional aspects of downsizing Creating customized marketing strategies for this long term held property that's been in your family Connecting you with trusted resources throughout the process and ensuring that your next home meets your current and future needs. It's very important that where you go next, you're going to be happy. The partnership benefits of us working together. We create a seamless experience that protects both your immediate and your long term interest. Coordinating real estate decisions with estate and Medicaid planning Preventing costly mistakes with power of attorney and legal documents Optimizing your home's equity with protecting the assets for care and need Providing clear guidance on tax implications and asset transfers and supporting you and your family through every transitional step. Don't navigate this complex journey alone. For more detailed breakdown of how our partnership can benefit you and your loved ones, click the link below to visit our Comp My Comprehensive blog. There you'll discover how we work together to create a smoother, more secure transition and help you to the next chapter. We have detailed examples more detailed breakdowns. Click below for our comprehensive guide. Also the downsizing. Thank you for watching. We look forward to helping you make your next move with confidence and peace of mind.
