Free Resources

Free Guides for Families Navigating Senior Transitions

Practical, no-fluff guides built from 8+ years of construction, real estate, and family-side experience. Use them. Share them. They're free.

Built for the adult child managing a parent's next move — whether that means aging in place, assisted living, selling the family home, or just figuring out what comes next. No sales pitch, no upsell, no “we buy houses” gotcha.

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Free downloadable guides. Enter your email to get the PDF and we'll add you to the no-spam notification list for future guides.

Free · 15 pages
Cash Buyer Beware
What to know before Mom signs anything
A 15-page protection guide for families navigating senior home sales. The 5 questions to ask before signing, the math wholesalers don't want you to see, and what to do if Mom already signed.
Free · 17 pages
When Mom Falls at 2 AM
The First 30 Minutes (and the 30 Mistakes Most Families Make)
A 17-page crisis playbook. The exact sequence when the 2 AM call comes — 911 first, observation vs admitted, decisions to defer, family meeting structure, and the 5 mistakes that cost families $50K. Plus a pre-crisis prep guide.
Free · 17 pages
Aging in Place vs Assisted Living
The Honest Math (and 5 Questions That Actually Decide)
A 17-page decision guide with real 5-year cost math for both options, the 5 questions that determine if aging in place is viable, 6 hybrid housing options most families never consider, and a decoder for what Mom says vs what Mom means.
Free · 17 pages
Medicare Coverage Gaps Most Families Don't Know About
The hospital and rehab questions that cost families $10K to $30K
A 17-page coverage guide. The inpatient vs observation trap, the 100-day skilled nursing myth, Medicare Advantage prior auth tactics, the Medicaid 5-year lookback, the underused VA Aid & Attendance benefit, and the exact questions to ask before the next hospital stay so a coverage gap doesn't cost the family $10K-$30K out of pocket.

Coming soon

4 more guides are in the oven, each tackling a different transition decision. Sign up below and we'll send each one the day it goes live.

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Guide 4 — Coming Soon
A practical guide for families starting a parent's home sale. Building now — sign up to be notified when it goes live.
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Guide 5 — Coming Soon
A practical guide for families wary of wholesaler home offers. Building now — sign up to be notified when it goes live.
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Guide 6 — Coming Soon
A practical guide for the sandwich generation managing burnout. Building now — sign up to be notified when it goes live.
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Guide 7 — Coming Soon
A practical guide for siblings coordinating a parent's care from out of state. Building now — sign up to be notified when it goes live.
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Interactive tools, ready now

Free interactive tools you can use right now. Each one answers a specific question families get wrong by tens of thousands of dollars.

Free Net Proceeds Calculator | What You'll Actually Walk Away With
Free net proceeds calculator for families selling a parent's home. Calculate exactly what you'll walk away with after fees, repairs, payoffs, and taxes. Most families overestimate by $30K to $50K. Get the real math in 5 minutes. No email required.
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Free Caregiver Burnout Quiz | 2-Minute Triage
Free 2-minute caregiver burnout quiz for adult children caring for aging parents. Ten questions across emotional, physical, financial, and time strain. Get your burnout score instantly. No email required.
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Free Medicare Gap Analyzer | What Medicare Doesn't Cover
Free Medicare gap analyzer for adult children managing aging parents' coverage. See exactly what Medicare doesn't cover in 3 minutes: long-term care, dental, vision, hearing, and the gaps that catch families flat-footed. No email required.
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Start with the Simple Blueprint

The free starter guide. The first three moves most families get wrong, and how to avoid them. Short enough to read on a lunch break.

Get the Simple Blueprint