When a move needs extra care.

Take time with the details. This guide gives you a starting point for the questions to ask and the decisions to review.

Selling a loved one’s home.

There may be practical decisions about securing the property, sorting belongings and preparing for a sale. An attorney or personal representative should clarify who has authority to act before commitments are made.

Trusts and estates.

Extra documents and multiple decision-makers may be involved. Coordinate with the trustee, attorney and title company so signing authority and requirements are understood.

Divorce.

Clear, even communication matters. Court orders and agreements may affect a sale. Work with your attorney on legal questions and keep the real estate process consistent with those requirements.

Short sales.

If mortgage debt exceeds the property’s value, a short sale may be an option requiring lender approval. It can take longer and is not guaranteed. Ask an attorney and CPA about possible credit and tax consequences.

1031 exchanges.

An investment-property exchange may allow tax deferral when strict rules are met. Consult a qualified intermediary and CPA before selling; deadlines and eligibility require specialist advice.

Bring in the right professionals.

You don’t have to sort out every question alone. Real estate guidance is not legal or tax advice. Speak with a qualified attorney, tax advisor or other professional about your circumstances.

Let’s talk about your next step.

General educational information, not legal, tax or lending advice. Your contract and circumstances determine the requirements. For legal or tax questions, speak with a qualified professional; your lender and title company can explain their parts of the process.