randerson+FollowThinking of downsizing? Trust rules matterOwning your home through an irrevocable trust can be a smart way to protect your assets and make inheritance easier, but it comes with some real-life trade-offs. If you ever want to sell and downsize, you can’t just make the call yourself—the trustees (often your kids or family) have to agree and handle the sale. The proceeds stay in the trust, and any new home is bought by the trust, not you. It’s a powerful tool, but it means giving up some control. Would you be comfortable letting someone else decide what happens to your home? #RealEstate #Homeownership #EstatePlanning00Share
Holly Gonzalez+FollowThe Gift My Dad Left BehindGetting an email titled 'Estate Info' from my dad felt super awkward, but when he passed away unexpectedly months later, that file became a lifesaver. He’d put together every detail we’d need—bank accounts, passwords, even obituary notes. It was tough to face, but honestly, it made those brutal first days so much easier. Now I see it for what it was: one last act of love. If you’re putting this off, trust me, it’s worth it. #Relationships #FamilyMatters #EstatePlanning20Share
