Lifestyle Changes
Retirement Living
THE IMPORTANCE OF REAL ESTATE PLANNING

In any decision making process, the first step is the most crucial. That is why Royal LePage developed the Real Estate Planning program. This program provides solutions for lifestyle changes and retirement living. It was created using our 85 years of real estate experience, working with professionals outside of the industry and, most importantly, consumer feedback.

Real Estate Planning helps you identify your motivation for moving and then assists you in making the correct decisions to meet your future needs and lifestyle.

The Royal LePage Real Estate Planning program identifies three underlying reasons for moving: Lifestyle changes, financial considerations, and unexpected situations (for example, a death in the family, health problems). You maybe able to identify with more than one of these three categories.

Together with Pat Thomson, you can work through the Real Estate Planning program and find the best solution for you.

Lifestyle

You may be considering a move because your home is not meeting your current or future needs. Some of the common reasons for this type of move are:

Home is too large / small
Move closer to or further from the city
Travel more and not be tied down to home
Spend part of the year in a different country
Purchase "dream home"

Financial

You may be questioning the logic in spending so much money on household expenses, you might be exploring different uses for some of the equity you have tied up in your home. Some common situations people are faced with:

Property tax increases
Cost of maintaining a home
Future repairs
Would like more disposable income to travel
Need money to finance children's education
Need money to supplement retirement income

The Unexpected

Some situations you might find yourself or family member facing:

Physical limitations
Deteriorating mental capacity
Death
Family Crisis
Job Loss
Divorce
Determining Your Next Move

Every step in the Real Estate Planning process is designed to help you answer specific questions about your situation. It is important you take your time, be thorough and honest with yourself. Pat Thomson will guide you through the process. The goal is to help you meet your current and future needs, as well as enable you to satisfy your lifestyle goals. At the end, you should have a clear idea of what your next steps will involve. You can feel comfortable knowing you are making informed, insightful decisions about your future.

Call or email Pat for more information.

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