Be Intentional In Your Life and Real Estate Journey

by | Jul 10, 2024 | Be Intentional | 0 comments

Welcome to July, the heart of summer here in Wisconsin! As we embrace the sunshine and the beauty of our lakeside landscapes, we invite you to join us in this month’s theme of being intentional. This July, we’re delving into two important topics that might not seem related at first glance: end-of-life decisions and your real estate journey.

End of Life Decisions:

In the midst of summer gatherings and family reunions, it’s crucial to take a moment to consider your end-of-life plans. Have you drafted a will? Do you have a Power of Attorney (POA) or an executor designated? In Wisconsin, it’s important to note that the state doesn’t automatically grant next-of-kin rights for medical decisions, making these documents even more critical.

Additionally, have you thought about placing your home in a trust? This can have significant implications for your estate planning and the ease of transferring your property to your loved ones. These decisions ensure that your wishes are honored and can provide peace of mind for you and your family.

Your Real Estate Journey:

Buying a home is a major life milestone, whether you’re a first-time buyer, upgrading to accommodate a growing family, or downsizing for retirement. This month, we’re excited to share some practical tips and insights to guide you at every stage of your real estate journey.

We’ll be discussing:

  • Practical tips for buying or selling a home in today’s market. (Market Update located at bottom of newsletter)
  • Insights into how home values have evolved in our area over the years.
  • A historical perspective on mortgage rates and what that means for current and future homeowners.

Of course, any financial decision should be made with careful consideration. We encourage you to consult with your lender or financial advisor to explore the best options tailored to your unique situation. If you need a recommendation for a qualified professional, don’t hesitate to reach out to us—We are here to connect you with someone from our trusted network.

Stay Connected:

As always, We are here to support you through every step of your real estate journey. Whether you have questions about the market, need guidance on estate planning considerations related to your property, or simply want to chat about summer plans, feel free to reach out. Let’s make this summer one filled with intention and proactive planning.

Wishing you a wonderful July filled with warmth, joy, and meaningful connections.



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