We know how nerve-wracking selling your home can be. It’s both a financially and emotionally complex process, and we’ve helped many people make sure it goes as smoothly as possible. This checklist includes many issues to review along the way. Some items to consider include:
Ever considered writing your own Will? While you can draft a Will on your own, there are plenty of reasons why you may not want to go that route. Most people do it to save money, but they may overlook or forget to take care of some important details – details that could eventually cost them much more than the amount they could save. Some of the biggest mistakes include:
Have you ever had to deal with a "white elephant"? Not the actual pachyderm, but what Merriam-Webster calls "a property requiring much care and expense yielding little profit" or, more simply, "something of little or no value." Of course, we're not talking about the sort of "white elephants" you might get in a humorous gift exchange over the holidays, like a tacky t-shirt or an inexplicable kitchen gadget.
You may experience a variety of wealth events that lead to a financial windfall, including the sale of a business or real estate, an inheritance, lottery winnings, or a legal settlement. An increase in wealth, especially when unexpected, large, and/or sudden, requires thoughtful planning. This is a critical time to review your financial plan and determine how this sudden wealth event impacts your overall picture.
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