10/28/2026
Thank you, Optimist Club of St. Andrews-Irmo, for having me as your guest speaker
We talked about something most families put off until they have to: what happens to the house.
Some people in the room will inherit a home one day. Others will be the ones passing one down. Both sides have homework, and the earlier you start, the easier it is on everyone.
A few things I shared:
✔️ Having a will does not simply mean you now avoid probate
✔️ If you inherit a home, the probate inventory needs the home's value as of the date of death. I help with that.
✔️ If the home is in a different county than where probate is filed, expect extra filings.
The best time to have the hard conversation is while everyone is still able to have it.
I’m not an attorney, so I always point families to the right professionals for the legal side. My role is the real estate.
If your group or organization is looking for a speaker, I’d love to come share what I know. Whether your members may inherit a home, need to talk with their parents about the future, or plan to pass a home down one day, this is a conversation worth having.
Send me a message. 803-530-9272