Estate Settlement Mistakes That Cost Families Time, Money, and Peace of Mind
Estate settlement is never easy. Even the most well-intentioned families can stumble when faced with the mix of logistics, legal responsibilities, and emotion that come with managing a loved one’s estate. One of the biggest hidden challenges is the administrative load: Mail Bills Insurance claims Home maintenance (Just to name a few) What seems like […]
The High Cost of Rushing an Estate Cleanout
(and How Advisors Can Prevent It)
A family we recently worked with knew their parents had been avid collectors of fine studio crafts. They grew up around the collection, could talk about it, and had a clear plan to liquidate it. In their minds, that was the art the family owned. Everything else in the house was treated as simple home [...]
How Vague Trust Language Drives a Wedge Between Siblings | Real Estate
We recently faced a difficult situation that caused tension between siblings that I wanted to share with you. Two siblings, one parent who recently passed. The trust named one sibling, let's call him Felix, as the sole trustee. Felix lives in a major city and has been very successful. His sister, who we will call [...]
Testimonials
-
They went above and beyond to help clear out my parent’s estate – and then sell it quite quickly! He is an excellent communicator and collaborator, sharing his expertise while allowing us to feel 100% about the whole process. His team is also highly professional and friendly. Thank you Chris for making what could have been a very difficult process, a kind and friendly one.
Gayle O.
-
Chris did a great job marketing and selling our property. During most of the process we were either out of state or the country. Chris kept us informed through out.
John G.
-
They did a great job handling the sale of my mom’s house when I was settling her estate. He was very knowledgeable about all steps in selling the property from researching the local market to settlement.
Tilio S.