Downsizing
Relocating
Retirement
Transferring
What Long Time Homeowners Often Consider
If you’ve lived in your home for many years and are considering downsizing, preparing for retirement, moving out of state, or even transferring your home to your children, the decisions ahead can feel overwhelming. When the time comes to consider your next chapter, having a plan is essential.
We’re here to simplify the process, clarify your options, and help you move at the right time, on your terms.
Here are the most common scenarios we help with:
Downsizing With Clarity & Confidence
Many homeowners look to simplify: smaller home, single story living, or less maintenance. We help you understand:
· The right timing for your sale
· Which improvements bring real return
· Local downsizing options nearby
· Financial and tax implications
Relocating Out of State
Whether moving to be closer to family or seeking a different pace of life, we help you coordinate the entire transition:
· Sale timing and preparation
· Packing, repairs, and logistics
· Connections to vetted agents nationwide
· A smooth, predictable timeline
Preparing for Retirement
Your home is one of your largest financial assets. We guide you through:
· Estimating net proceeds
· Evaluating long-term impact on retirement planning
· Understanding property tax rules, including Prop 19
· Planning a move that supports your retirement lifestyle
Transferring Your Home to Your Children
Keeping your home in the family is meaningful, but requires careful planning. We help you evaluate:
· Gifting vs. inheritance strategies
· Property tax implications
· Fair market valuation
· Preparing the home for a generational transfer
Meet Your Local Advisors:
Lynne Tran
Top 1.5% REALTOR® Nationwide
With over 25 years of experience and $550M+ in closed sales, Lynne is known for her precision, professionalism, and full service support. She specializes in:
· Seniors transitioning from long-time homes
· Intuitive, step by step preparation
· Thoughtful, dignified guidance
· Negotiations that maximize your outcome
Her 180+ reviews across Google, Zillow, and FastExpert reflect her reputation for integrity, communication, and client care.
Ken Lutz
Founder of a Top 1% Real Estate Team
Ken brings deep market expertise spanning Silicon Valley, the Peninsula, and the East Bay. Clients rely on him for:
· Strong negotiation strategies
· Clear, honest communication
· Experience navigating complex sales
· Leadership that delivers predictable, successful outcomes
A Partnership Designed for Long Time Homeowners
Together, Lynne and Ken combine local knowledge, market data, and a client first approach to help you make the right decisions, whether your move is soon or still a few years away.
Plan Your Next Chapter With Confidence
Most long-time homeowners start with a single question:
“What should my next move look like?”
A personal consultation gives you direction, clarity, and a plan you can use whenever the time is right.
