Everyone should have a professional support team on standby. Your team includes CPA, attorney, insurance broker, real estate agent, and others from whom you can obtain professional advice. Life happens and when it does, you should be prepared.
Perhaps you have a relationship with a family law attorney but have no relationship with an Insurance broker. Don't wait until you need someone for an important service before you seek out the best person for the job.
Everyone needs a family law attorney at some point in their lives. Family lawyers prepare wills and trusts which most people should have. If you get into trouble such as being involved in a traffic accident and are sued, this person can help you find an attorney who specializes in that type of law. Your family attorney can be a great source of information about many things and refer you to other attorneys.
Research your professional now
Why wait to assemble your professional team. Start asking friends and others for recommendations. Research your prospective choice. Interview that individual in person. If you believe that you click meaning you can get along and value their advice, sign up with them. An attorney may ask for a small retainer to legally list you as a client.
If you have been using a tax preparer and your tax situation has become more complicated with a trust, in; inheritance or even starting a business, time to move to a CPA. The CPA can help you with not only your tax return but a wide variety of financial advice as well. This person can help you plan for tax issues before they occur.
Your insurance broker is an important person as well. Every year you have insurance for your vehicles, house, RV, and perhaps health and life insurance. Get to know a broker with skills who can navigate the details and produce policies that meet your needs and are the most affordable.
Why include a real estate agent?
We as real estate agents can and do provide a great deal of assistance to our friends and clients. Being in this business is not just about selling houses and property. It's about providing a service to our community. The very best agents are focused on their clients and neighbors. Even when there is no money to be made, we are there to help.
Many people wait until they want to sell their home or buy a home before they contact an agent. Your agent should be in contact with you at least through a newsletter or outreach after the sale. This reoccurring contact opens the door for you to ask about the value of your house.
People need to know where they stand on their real estate investment (home) for a variety of reasons including estate planning. So many people decide to sell their homes without much notice. This happens due to many reasons, financial difficulty, death in the family, the job being relocated, etc. Why wait until you are desperate to sell before you call an agent. You already have an agent remember? Call your agent.
The concept here is simple. Assemble your team before you need them. What happens if your home is involved in a hurricane? Do you know who to call? You are arrested in a bar because the police thought you were part of a fight, you can call your attorney. Be prepared for those things that life throws at us. Even if you are young and do not think you have much to protect, you are wrong. Everyone needs a professional team.
If you have already assembled your team and have recently relocated, time to consider rebuilding it locally.
Logan-Anderson, Gulf Coastal Realtors would like to be your real estate agent member of your support team. Please reach out to us on this website or call us. Thank you for visiting our site and reading this and other blog articles.
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