Tag Archive: probate

🏡 July Reflections: Sunshine, Selling Season & Smart Planning

  Hello July! The summer sun is shining, backyard BBQs are in full swing, and for many families, this is the season of both celebration and transition. Whether you’re managing a family estate, preparing a home for sale, or just trying to make sense of what happens after a loved ...

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đź’° Expenses to Expect When Selling Your Home

  Selling a home is a major financial transaction—but it’s also an emotional journey, especially when the sale is tied to a family estate or probate. Whether you’re downsizing, relocating, or managing an inherited property, it’s important to know that selling a home involves more than just listing and closing. ...

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🏡 June Is Homeownership Month: Let’s Talk About Generational Wealth

  Every June, we celebrate National Homeownership Month—a time to recognize the value and impact of owning a home. For many families, a home is far more than just a roof over their heads. It’s the heart of generational legacy. It’s stability. It’s opportunity. And it’s one of the most ...

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🗂️ How to Help Clients Organize Estate Paperwork

Practical Support for a Stressful Time When a loved one passes away, families are often left navigating not just grief—but a complex paper trail of legal, financial, and personal documents. For clients managing probate, one of the most important things they can do early on is get organized. As a ...

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World Women’s Wellness Day: What It Means for Real Estate

    Every year, World Women’s Wellness Day offers a global moment to pause and reflect on the health, empowerment, and wellbeing of women across all walks of life. While the day typically highlights physical and mental health, wellness is a much broader concept—one that includes financial security, stability, and ...

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