Your Smooth Transition Starts Here
Navigating the complexities of life stage planning and transitions.
Transition 2 Day Consultancy
As one of the millions of individuals approaching or already in retirement, you may find yourself considering downsizing to a more manageable property, exploring new living arrangements to age in place, or perhaps considering moving in a 55+ community. It is such a pivotal decision, working with a Transition 2 Day Consultant who understands the unique needs of senior life stage planning and transitions can make all the difference. Our team of experts have specialized training and able to provide recommendations to address the distinct needs and considerations that come with later-stage life moves.
Transition 2 Day Consultancy was designed to better serve clients who are 55+ and older, navigate decisions that often come with retirement.
- Life Stages and Transitions - Senior Education 6 Part Series
- Seniors At Home - We provide recommendations for seniors who would rather stay in their homes.
- Estate planning and its impact on your real estate decisions
- 1031 Exchange Planning
- Delaware Statutory Trusts
- Reverse mortgages explained
- Home remodeling modifications advice for comfort and safety
- ADU Accessory Dwelling Unit - Increase your property value by adding an ADU which can be used as an independent living unit, generate extra income or accommodate caregivers.
- Everything you need to know about Prop 19
Why Work with a Transition 2 Day Consultant?
The emotional aspects of leaving a longtime family home, the financial considerations of retirement, and the legal elements of estate planning, all require an experienced expert with solid relationships in the industry.
1. Understanding Senior Needs
- We recognize that life stage planning is not just a financial transaction—it’s an emotional experience. We know how to handle these sensitive transitions with empathy and care.
- We can help with downsizing, offering strategies and recommendations for sorting, selling, or donating personal belongings.
- We pre-screen Active Senior Communities for their benefits, including healthcare proximity and lifestyle amenities.
- From home modifications, building repairs, we provide solid recommendations for full-service assistance to address your changing needs.
2. Specialized Education for Senior Homeowners
- We offer advice through our 6 part Senior Education Series
3. Access to Financial Resources
- A Transition 2 Day consultant has relationships with trusted financial planners, estate attorneys, and tax experts to help seniors manage the financial implications of real estate transactions.
Call Today for a Complimentary Consultation
The Value of Specialized Expertise
As you approach a significant transition in your life- planning for future years—having Transition 2 Day by your side ensures that your unique needs are met with expertise, sensitivity, and care.
From understanding how to handle your changing needs, these professionals can guide you through the complexities of senior life stage planning, making your transition as smooth as possible.