Episode Details

What happens when an aging parent’s home, finances, health, and future care needs all become part of the same conversation? In this two-part episode of Answers for Elders, host Suzanne Newman is joined by Cory Boldroff, a Certified Senior Real Estate Planner and founder of The Complete Real Estate Group and Complete Senior Solutions, to explore why senior real estate planning is about much more than selling a house.

Cory explains how families can evaluate the full range of options—from aging in place and home modifications to downsizing, trusts, estate planning, capital gains considerations, and legacy planning—before making a major real estate decision. He also shares powerful real-world experiences that reveal how vulnerable older adults can become to financial exploitation, family conflict, and poor decisions made during a crisis.

Most importantly, Cory and Suzanne discuss how adult children can become advocates rather than parents to their aging loved ones. The goal isn't to take control, but to understand what matters to the older adult, protect their interests, and plan ahead for the changes that may come with aging, dementia, caregiving, and eventually the transition of a home and its wealth to the next generation. This conversation offers families practical perspective on protecting both the person and the legacy.

Connect with Cory Boldroff

• Complete Real Estate group website
• Complete Senior Solutions website
• Facebook personal
• The Real Estate Planner on Facebook
• The complete senior transition on Facebook
• Instagram
• YouTube

Connect with Answers for Elders

• Website
• Aging in Place Checklist
• Aging in Place podcasts

Mentioned in this episode:

Vinyard Park

Bee Organized