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Keenan Group

Senior Transition Services

Compassionate downsizing support for Austin seniors and their families. Honest guidance from the #1 Austin Board of Realtors Team - not a sales pitch.

#1 ABoR Team 2024$1B+ Career Sales1,000+ Homes Sold

Upcoming Event

Your Legacy. Your Timeline. Your Terms.

Your Legacy. Your Timeline. Your Terms. - a thoughtful panel about navigating life's next chapter. Thursday, June 18th, 11:30 AM to 1:00 PM at 4206 Venado Drive, Austin TX 78731.

When

Thursday, June 18th

11:30 AM - 1:00 PM

Where

4206 Venado Drive

Austin, TX 78731

Lunch

Provided

Free to attend - RSVP below

Reserve Your Seat

Or text or call RSVP to (512) 415-7653

Join Joe & Cara Keenan for a thoughtful panel offering expert guidance and compassionate insight on navigating life's next chapter - from downsizing and selling a longtime home to exploring senior living and care options with confidence.

Featured Panelists

Anna McMaster

CarePatrol

Senior living options, care planning, and the resources families lean on for aging-related decisions.

Karen Goodgame

Legacy Financial

Financial considerations, retirement planning, and protecting assets through major life transitions.

Sarah Carriker

Blue Moon Estates

Downsizing, estate sales, organizing belongings, and simplifying the move to a new living situation.

Reserve your seat below - it takes 30 seconds. Prefer to skip the form? Text or call (512) 415-7653 and we'll add you to the list.

You can also RSVP via Google Forms - the same form from our email invitation.

62

Successful Senior Transitions

25+

Years Austin Expertise

1,000+

Homes Sold

#1

Austin Team 2024

How does the Keenan Group help seniors with real estate transitions?

We guide the entire process from first conversation to closing day. That starts with an honest home valuation, then a realistic timeline that accounts for downsizing, decluttering, and family coordination. We connect you with estate sale coordinators, cleanout vendors, and donation services. We help identify the right next home - whether that is a single-story patio home, a 55+ community like Sun City Georgetown, or a low-maintenance condo - and coordinate the sale and purchase so you are never without a place to live. For families managing a parent's move from out of state, we handle vendor coordination, virtual updates, and on-the-ground logistics.

  • #1 Austin Board of Realtors Team (2024)
  • 1,000+ career transactions across 25+ years
  • $1B+ career sales volume
  • 62 successful senior transitions completed

Source: The Keenan Group, #1 Austin Board of Realtors Team (2024)

The Downsizing Process

Five steps from first conversation to keys in hand. Every step is designed to reduce stress and keep the whole family informed - whether you are in Austin or across the country.

1

Family Discovery Call

We start by understanding the full picture - your goals, timeline, family dynamics, and any health or mobility considerations. This is a conversation, not a sales pitch. We want to know what matters most: staying near grandchildren, reducing yard work, finding a single-story layout, or simplifying finances.

  • In-home or video consultation with family members
  • Lifestyle needs assessment (mobility, maintenance, social)
  • Timeline discussion - urgent medical need vs. planned transition
  • Financial overview to guide pricing and purchase budgets
2

Home Valuation and Strategy

Honest pricing based on current market data, not wishful thinking. We analyze what repairs add value versus what you should sell as-is. For homes held 20-30+ years, the equity picture is often strong - but timing and preparation affect the final number.

  • Comparative market analysis with recent neighborhood sales
  • Repair-vs-sell-as-is cost-benefit breakdown
  • Timing recommendations based on Austin market conditions
  • Equity analysis for long-held properties
3

Declutter and Prepare

This is where most families feel overwhelmed. Decades of accumulated belongings, sentimental items, and deferred maintenance. We bring in a vetted team of specialists so you are not doing this alone.

  • Estate sale coordinators for valuables and collections
  • Donation pickup services (Habitat ReStore, Goodwill, specialty)
  • Professional cleanout vendors for remaining items
  • Light staging to maximize buyer appeal without major investment
4

Find the Next Home

Whether it is a single-story patio home in Northwest Hills, a 55+ community like Sun City Georgetown, a low-maintenance condo downtown, or an assisted living community - we match the next home to actual needs, not brochure marketing.

  • Single-story and aging-in-place home searches across 6 counties
  • 55+ active adult community tours and comparisons
  • Assisted living and continuing care community guidance
  • Condo and lock-and-leave options for snowbirds and travelers
5

Coordinated Sale and Purchase

You are never without a home. We structure the sale and purchase timeline so closings align, bridge financing is in place if needed, and moving logistics are handled. One transaction supports the other.

  • Synchronized closing timelines between sale and purchase
  • Bridge loan coordination when timing does not perfectly align
  • Moving company vetting and scheduling
  • Utility transfers, address changes, and mail forwarding

Austin Senior Housing Options

From active adult communities with golf courses and social clubs to luxury continuing care with concierge service. We tour and compare these with you so the decision is based on firsthand experience, not marketing materials.

Sun City Georgetown

55+ Active Adult

Over 9,000 homes with 3 golf courses, indoor and outdoor pools, fitness centers, and 100+ social clubs. 30 minutes north of Austin. One of the largest 55+ communities in Texas.

Georgetown, TX - 30 min north of Austin

Trilogy at Lake Travis

55+ Resort-Style

Resort-style living in the Bee Cave area with Hill Country views and lake access. Full-service spa, restaurant, fitness center, and outdoor recreation. Homes from the mid-$400s to $1M+.

Bee Cave, TX - 25 min west of Austin

Kissing Tree, San Marcos

55+ Active Adult

Farm-to-table dining at the on-site restaurant, 20+ miles of trails, resort pool, and a working farm. A newer community with modern floor plans. 20 minutes south of Austin.

San Marcos, TX - 20 min south of Austin

Longhorn Village

Continuing Care Retirement

Full continuum from independent living to skilled nursing in the Steiner Ranch area. UT Austin affiliated. Residents get priority access to UT athletics, arts, and campus events.

Steiner Ranch, TX - 20 min northwest of Austin

Querencia at Barton Creek

Luxury Senior Living

Fine dining, full spa, concierge services, and cultural programming in the Barton Creek neighborhood. Independent living, assisted living, and memory care. Austin's most upscale senior community.

Barton Creek, Austin - 15 min from downtown

Single-Story Patio Homes

Aging-in-Place

Available in Northwest Hills, Circle C, Avery Ranch, and Great Hills. Low maintenance, HOA-managed yards, single-level living with wide doorways and accessible layouts. No age restriction.

Multiple Austin neighborhoods

For Adult Children Managing a Parent's Move

Many families coordinate a parent's transition from Dallas, Houston, Denver, or further. You should not have to take a week off work every time something needs to happen. We handle the local logistics and keep you informed at every step.

What we handle for out-of-state families

  • Virtual tours and video walk-throughs of properties and communities
  • Vendor coordination (movers, estate sales, cleanout, repairs)
  • Weekly family status updates via email or video call
  • On-the-ground logistics so you don't need to fly in for every step
  • Coordination with elder law attorneys and financial advisors
  • Photo and video documentation of home prep progress

We have coordinated hundreds of remote family transitions. One point of contact, weekly updates, and no surprises. Call us at (512) 415-7653 to start the conversation.

Tax and Estate Considerations

Selling a home held for 20-30+ years involves tax and estate decisions that affect the entire family. We are not tax advisors - but we coordinate with your estate attorney and financial advisor so the real estate transaction aligns with your broader plan.

Capital Gains Exclusion

$250,000 single / $500,000 married exclusion on primary residence gains. For homes held 20-30+ years in Austin, this matters - many long-held properties have appreciated well beyond these thresholds.

Capital gains guide

Step-Up Basis

Inherited property receives a stepped-up cost basis to fair market value at the date of death, potentially eliminating decades of capital gains. Critical for estate planning decisions about timing a sale.

Homestead Exemption

Texas homestead transfer considerations, over-65 exemptions that freeze school district taxes, and the portable homestead exemption that can move with you to a new primary residence in Texas.

Homestead exemption guide

Estate Coordination

Working with your estate attorney, financial advisor, and family trusts to structure the sale correctly. Timing, title, and tax implications all need to align - we coordinate with your advisory team.

Senior Transition FAQ

What does Keenan Group offer for seniors downsizing in Austin?

We provide a full-service transition program: home valuation, staging guidance, timeline planning, and coordinated sale-and-purchase so you are never without a home. We connect you with estate sale coordinators, cleanout vendors, and donation services. We work with the whole family to keep decisions informed and the process manageable.

What 55+ communities are available in the Austin area?

Austin has several established 55+ communities: Sun City Georgetown (9,000+ homes, 3 golf courses, 30 min north), Trilogy at Lake Travis (resort-style in Bee Cave), Kissing Tree in San Marcos (farm-to-table dining, trails), Longhorn Village (continuing care in Steiner Ranch), and Querencia at Barton Creek (luxury senior living with fine dining and spa). Single-story patio homes are also available in Northwest Hills, Circle C, Avery Ranch, and Great Hills.

How do you coordinate with family members who live out of state?

Many families manage a parent's transition from out of state. We handle virtual tours and video walk-throughs, vendor coordination for movers, estate sales, cleanout, and repairs, plus weekly family status updates via email or video call. We manage on-the-ground logistics so adult children don't need to fly in for every step, and we coordinate with elder law attorneys and financial advisors on their behalf.

What are the tax implications of selling a long-held family home?

The primary residence capital gains exclusion allows $250,000 (single) or $500,000 (married) in tax-free gains. For homes held 20-30+ years in Austin, appreciation often exceeds these thresholds. Inherited property may qualify for stepped-up cost basis. Texas homestead exemptions - especially the over-65 freeze on school taxes - can transfer to a new primary residence. We coordinate with estate attorneys and financial advisors to get timing right.

Can you help with estate sales and property cleanout?

Yes. We connect you with vetted estate sale coordinators who handle valuables and collections, donation pickup services like Habitat ReStore, and professional cleanout vendors for remaining items. We also coordinate light staging after cleanout to maximize buyer appeal. Our goal is to take the logistics burden off the family.

How long does a typical senior transition take?

Most senior transitions take 3 to 6 months from first conversation to closing. The timeline depends on the decluttering process (which varies widely), finding and securing the next home, and coordinating the sale and purchase to close in sequence. Urgent medical or care-level transitions can move faster with the right preparation. We build a realistic timeline in the first family meeting.

Schedule a Family Consultation

Let's talk about your situation - in person, by phone, or video call. No pressure, no obligation. Just honest answers from a team that has helped hundreds of Austin families through this transition.

Why Choose the #1 Austin Board Team

#1 ABoR Team 20241,000+ Career SalesLuxury Specialist

#1 Austin Board of Realtors Team. Over 1,000 successful transactions with high-end expertise.

Written by the Keenan Group - Joe Keenan and Cara Keenan, Austin's #1 real estate team (Austin Board of Realtors 2024). 25+ years, 1,000+ transactions, $1B+ career sales.