FREE REPORTS

The 8 Most Important Questions a Realtor Will Ask You

When it comes to assisting mature and senior clients with their move, there are a number of important questions that must be asked. In order to help you prepare for our meeting, I offer these 8 questions as a starting point for our conversation when we get together.

Will Your Next Move Be By Choice or By Circumstance?

Your next move should be full of joy and anticipation of the next phase of your life. But for some people, their next move will be filled with stress, emotional turmoil, and often depression, or even anger, at being forced to make a move that they don’t want to make, or aren’t ready for.

What You Need to Know About Insurance

If you’re like most people, you really don’t think too much about your various insurance coverages. In this free report, you’ll discover some things that your insurance agent may not have thought to tell you. You’ll also learn a few things to consider regarding your Provincial health coverage, and some good news about life insurance. As you read this report, remember the information is provided for thought-provocation only; you need to speak with your insurance expert for advice specific to your situation.

What Do I Do With All My ‘Stuff’?

If you’re like most people, you’ve accumulated a lot of ‘stuff’ over the course of a lifetime. And, like most people, you don’t know what to do with it. In fact, for the majority of senior clients I work with, this is the most difficult part of the process for them. Quite often, with the exception of a few family heirlooms, neither your adult kids nor your grandchildren will be interested in these items. Here are a few ideas on what to do with your ‘stuff’.

Transition Management - What is it? Do I Need It? Q&A

Moving for seniors is often accompanied by feelings of excitement, guilt, and anxiety. Just the thought of going through years of accumulated treasures, downsizing and getting organized, causes people to become overwhelmed. Find out what a Transition Manager can do for you.

What’s Changed in Real Estate?

If you’re like most seniors you haven’t bought or sold your home in many, many years. Whether that is the case or not, this free report will give you useful insights into the major changes in real estate over the last 20 years. The basics of the business haven’t changed - it’s still all about helping you make your move as smoothly and in as stress-free a way as possible. It’s the legal part of things and the marketing part that have really changed.

The Top 8 Reasons To Update Your Will

Major life events can have a disruptive effect upon the intended distribution of your estate. Certain events may invalidate specific gifts or even your entire will. This can result in the application of legally-mandated intended distribution plans of testators. Thus, while it is important to have a will, it is also important to keep your will up to date. This makes it important to recognize what life events affect your will and understand how the law typically deals with such events. This report identifies common life events, their effect upon your will and the likely remedy.