Category: Real Estate Finances

Do this BEFORE Browsing for Housing

What does a buyer need to do before purchasing a home? Simply save money and purchase a house.  The end.  If only that simple.  Here are the most important factors to ponder before you browse for the house: Become best friends with a lender….

Dementia, Seniors and Selling a House: Where to Begin?

Begin where it matters: your parents needs.  Having dealt with the difficult decision of whether or not to move my dad-in-law from his home, aside from the question of when, eventually the decision was based on what was best for dad more than any…

Buying a House: Just Like Getting Married, It’s All In The Prep

Here’s the skinny on buying a house in today’s market. It’s not neurosurgery though to purchase a home right now takes a lot of preparation. Kind of like a finding the right partner for a successful marriage. Stay with me. There are 3 stages…

Transforming Family Thru Real Estate

La familia, real estate and a trust: what to do, what to do? There’s ample reason for taking time in making big decisions after a loved one dies. Upon the death of Mom a year and a half ago, first thoughts of what to…

Role of Trustee: Selling a House

Part two in a series regarding death, assets and trusts, from a professional and personal experience point of view. Mom’s desire upon her death for my brother and me? Co-executors. We work together in tandem, honoring her, her trust, what she would have wanted….

The Greatest Gift Upon Death

Part one in a series regarding death, assets and trusts, from a professional and personal experience point of view. Death – gotta deal with it. Morose, you say? Not at all. It’s reality. We’re all born, we die, we pay taxes. Not necessarily in that…