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How to Deal With Your Inherited Home
November 2, 2024Dealing with an inherited home is a complex subject, and there are several complicated issues to resolve. Additionally, it is not uncommon for a person selling an inherited home to have a sentimental attachment to the property, with the sale being the result of a recent death in the immediate family. This adds an emotionally overwhelming component to the transaction.
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Should I Sell My Parents’ Home Before or After They Move to Senior Living?
November 1, 2024Being both a real estate professional and a senior resource specialist at LivWell Seniors, I often interact with families from diverse backgrounds, each facing unique circumstances. A common concern I encounter is the emotional challenge families face when contemplating selling a home filled with a lifetime of memories. For most seniors, leaving a home they've lived in for over 25 years is a heart-wrenching decision. So, how should one navigate this?
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Whom Should You Choose as a Trustee?
September 1, 2024When drawing up your estate plans, you might find it useful to create a revocable or irrevocable trust, either of which can help your estate avoid probate court and give you significant control over how and when your assets are distributed. But who should oversee your trust?
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Benefits of Using an Experienced Realtor
January 3, 2023Using an experienced realtor offers numerous benefits when you're buying or selling a property. Real estate transactions can be complex and involve significant financial investments, making the expertise of a seasoned realtor invaluable.
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Build an Estate Plan With Our Help
January 3, 2023Broadly speaking, an estate plan (either a will-based estate plan or a trust-based estate plan) encompasses the accumulation, conservation, and distribution of an estate. A good estate plan will enhance and maintain the financial security of individuals and their families.
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Choosing the Right Realtor to Help Your Senior Parents Transition to Senior Living
January 3, 2023When it comes to helping your senior parents transition to senior living, finding the right realtor is a crucial step in the process.
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Do You Need a Will?
January 2, 2023What happens when a person dies without a Will? Good question. In this article, I will discuss what a Will does and doesn’t do, the myths and the law regarding Wills.
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Downsizing: A Great Investment
January 2, 2023If you are considering a downsize, there is no better time to do so. Real estate prices continue to skyrocket as demand for housing soars. What better way to capitalize on your investment than to sell when the market is high?
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Estate Planning Odds n’ Ends
January 2, 2023Estate planning is all about the details. Here are some scenarios – wills, gifting, Medicaid, powers of attorney, etc. – that have come up recently in helping our clients work through their estate planning decisions.
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Estate Planning With Dementia on the Rise
January 2, 2023Although you may never have to deal with the challenges that arise with a dementia diagnosis, it is still vital that you complete your estate plan early, while you have the mental capacity legally required to make estate planning decisions and execute estate planning documents.
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