From home to assisted living

"How We Helped Jim & Kris Start a New Life"

By Patty Hontalas & Mirna Tin, Realtor, Real Estate Planners

Patty Hontalas, realtor, real estate planner DRE#01954019

Mirna Tin, realtor, real estate planner DRE#01856787

The complete solution for

all your real estate needs

"We started out with one of our strategy sessions where we laid out all the different options for paying for long term care, assessing capital gain taxes, dealing with all the stuff inside the home and options for their real estate."

By the end of that session, they decided to move forward! We helped them declutter and organize, identified what they wanted to keep, helped them pack and physically move and prepared their home for the market.

Less than a month later they were moved into assisted living, had their house in escrow, and they knew they had a partner that was taking care of everything.

“Nothing about having to move out of a home you’ve been in for a couple decades is easy or stress-free, but Cory and his ladies made this as stress-free and effortless as possible, and they have become like family!

"They took care of everything and made it so all we had to do was walk into our new place! We are so happy we got a hold of them!” --Jim and Kris

What is a real estate planner? 

A real estate planner is a licensed realtor who is certified and has the knowledge, training and experience to compassionately guide a real estate owner in ways to create generational wealth, minimize taxes and facilitate the goals of the family.

We can help

• Decide when and where to move

• Pack, declutter and clean

• Plan and coordinate steps

• Prepare your home for sale

• Sell your home for maximum value

• Make your transition smooth and easy

Services we provide

• Real estate services for buyers and sellers

• Senior living options

• Specialize in estates & trusts

• Building wealth through real estate

Our mission 

To help our community with real estate needs, committing to our highest level of customer service, through honesty, integrity and professionalism in everything we do.

Tools that help you make tough decisions

• Current real estate portfolio assessment

• Market analysis of your home

• Impact of interest rates

• Equity analysis

• Renovation and repairs analysis

Solutions based

• 1031 Exchange to defer capital gains tax

• Generate more income

• Eliminate family disputes

• Create a legacy

• Predetermine inheritance

All consultations are completely FREE

and confidential.

To contact Patty Hontalas, call 650.483.9365 Email: [email protected]. Mirna Tin: call 415.999.6094

Email: [email protected].