How the Home Factors into Retirement and Estate Planning for Seniors

Home Factors into RetirementAs a senior, your home is a big factor in your life today and in planning for tomorrow. Some seniors want to downsize into a smaller home, and pocket some cash for retirement. Others want to renovate some aspects as they want to age-in-place. Some just like the security that their mortgage is paid off or nearly paid off and are looking forward to a reduction in expenses.

Whatever your situation is, there are three key areas of life where your home factors into retirement and has a big impact on decision making. Let’s dive into those areas. Read More


HomeZada Tip: Print an Estate Planning PDF

Last week, we showed our users how to protect their loved ones with distribution details which meant that all HomeZada users can track how they want their items and contents within their home distributed. HomeZada users can assign distribution to family, charities, trust or any other entities that deserve your belongings. This process is recommended when you are estate planning.

Identifying where you want your items to go and to whom and any details about those items is step one in estate planning. Once you have identified these details, it is time to print a PDF Read More


HomeZada Product Tip: Protecting our Loved Ones with Distribution Details

Loving our family and the memories we made with them in our homes is important. Loving our homes and the items in our homes is also something that we take pride in. Sometimes our family members are interested in the items that we have secured over the years as they become family heirlooms or treasures to be cared for by the next generation. Prior to moving onto our next phase of life, we have an opportunity to indicate our distribution details methods for the items that we have acquired over the years. Distribution details of our prized possessions to a family member, a charity or any other entity is still in our control Read More


Interview with Senior Move Manager, Jan McCreary – Allen

We were introduced to Jan McCreary – Allen while speaking and exhibiting at the National Association of Senior Move Managers Conference (NASMM). Jan became a professional client of HomeZada’s and her continued commitment of the solution led us to ask her how and why she chose HomeZada to use within her business. What we found was the value of Jan’s business, Smooth Transitions of West Texas and how her services provided so much value to her clients. HomeZada was a mere tool to use to help her with her goals of helping others around her and leveraging her skills to help families in need of her services.  Here is Read More