Ep117: Luke Piccolo - Family Matters: Knowing the Steps When Selling a Deceased Estate

Selling a family home after a lifetime of memories, decades of accumulating belongings and months of dealing with a family loss is the hardest thing you'll ever do. Some agents have the sympathy and experience with helping those left behind deal with the need to sell the family home, and others don't. Today, with expert guidance, we talk about your family matters - knowing the steps when selling a deceased estate.

The State Trustees have a trusted relationship with Woodards as their acting representative to help those grieving through the sale of a family home. Today, we have Luke Piccolo from Woodards South Yarra, to take us through the steps of selling a deceased estate.

1. Are Woodards usually dealing with state trustees as the executor or the families directly?

2. When dealing with families, what issues can come up?

3. When dealing directly with State Trustees, what issues can come up there?

4. How often are you dealing with homes that need to be sold with the proceeds going to charity, the tax department or more debt than inheritance?

5. Talk us through the steps of selling a deceased estate.

6. What happens when some family members want to sell and others want to live in the house or rent it out for income?

7. What time line do you need to keep in mind to avoid any tax issues when selling a deceased estate?

8. How often would you sell an entire investment portfolio after someone has passed?

 

Contact Luke Piccolo by email at: lukepiccolo@woodards.com.au

by phone: 0412 951 273

or head to the website:

https://www.woodards.com.au/office/south-yarra

 

 

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