Home & Estate Education in the Bay of Quinte

Practical guidance for long-time homeowners, families, and executors navigating major property decisions.

Whether you’re selling after 30+ years, helping a parent downsize, or managing an inherited property, the decisions you make early can significantly impact timing, value, and stress. These educational sessions are designed to provide clarity before you renovate, price, or list.

You’ll learn how to:

• Avoid costly preparation and pricing decisions
• Understand what actually increases value in our local market
• Navigate family dynamics and executor responsibilities
• Prepare a long-time home strategically — not emotionally
• Sequence decisions to protect equity

Upcoming & On-Demand Sessions.

Selling After 30+ Years:

The Costly Decisions Families Don’t See Coming

Selling a long-time family home is more than a transaction — it’s a major financial and emotional transition. In this educational session, we break down the quiet decisions that can impact timing, value, and stress long before the sign goes up. Whether you’re downsizing, helping a parent, or managing an inherited property in the Bay of Quinte, this seminar offers practical, market-based guidance to help you move forward with clarity and confidence.

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Inheriting a House in the Bay of Quinte: What to Do First

Inheriting a property can feel overwhelming — especially when legal responsibilities, family dynamics, and financial decisions all arrive at once. This educational session walks through the first practical steps executors and families should take before cleaning out, renovating, or listing a home. We cover property security, insurance considerations, probate basics, market timing, and how to avoid costly early decisions. Whether you plan to sell, hold, or explore your options, this seminar provides clear, local guidance to help you move forward with confidence.

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Estate Sales vs. Listing As-Is: What Makes Sense?

When managing an estate property, one of the biggest questions families face is whether to hold an estate sale, sell the home as-is, or prepare it strategically before listing. This educational session walks through the financial, logistical, and market implications of each option. We discuss carrying costs, buyer psychology, market timing, and how to evaluate whether clearing contents first truly benefits the final sale. Designed for executors and families, this seminar offers practical, local guidance to help you make a confident and informed decision.

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These sessions are designed for:

• Homeowners considering downsizing
• Families helping parents transition
• Executors managing estate property
• Adult children handling inherited homes
• Anyone who wants to understand the process before making major decisions

If you are even thinking about selling in the next 6–18 months, education should come before renovation.

You can attend a session, download resources, or book a private strategy conversation.

No pressure. Just clarity.