Real Estate in Estate Planning: Managing Inherited Properties and Charitable Gifts
What happens to the family home when a loved one passes or transitions into care?
Real estate is often the largest and most emotionally loaded asset a family holds, and when the time comes to act, it rarely transfers cleanly. It comes with logistical complexity, financial decisions, and family dynamics that can stretch for months or years.
Chris Losquadro, founder of Quantum Realty Advisors, has spent nearly three decades specializing in estate, trust, and inherited properties. He breaks down how families and advisors can handle the sale of inherited real estate, from multi-state coordination and property optimization to the growing trend of donating real estate to charitable organizations as part of a planned estate.
Listen in as Chris walks through the full lifecycle of an estate property transaction: what happens when estate planning is airtight versus when it isn't, how families can avoid costly delays, and why donating appreciated real estate can generate far greater philanthropic impact than a cash gift.
Real Estate in Estate Planning: Managing Inherited Properties and Charitable Gifts
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