Legal and Financial Questions to Address Before the Sale

A successful home sale depends on more than choosing a date and finding buyers. Confirming ownership, signing authority, property debts, tax records, transition costs, and closing procedures early gives the family time to obtain reliable answers from the appropriate professionals.
The checklist reflects current IRS guidance on home-sale records and gain calculations, CFPB guidance on mortgage payoff statements, and FTC guidance on verifying unexpected wire-instruction changes.
Andy Austin Earns CCIM Designation, Uniting Three Gold-Standard Credentials in Real Estate

Andy Austin earns the CCIM designation, combining MAI, CAI and CCIM expertise in commercial real estate appraisal, auctions and investment analysis.
What Should We Keep, Give Away, Sell, Donate, or Discard?

Sorting a lifetime of belongings becomes more manageable when every item is assigned a clear destination based on usefulness, personal meaning, market demand, and condition. A consistent five-category method helps families make progress while protecting valuables, important records, and the homeowner’s right to direct the decisions.

