Winnie's Transition

Answering all Q’s in one shot to save time! After this I’ll try to QB a bit more targeted notes.   1) Ron, she uses Bank of America, and I’d also ask you to work with her contacts who manage Dad and her trusts, and they would have all the Fidelity IRA contacts and information. I’ll send you the relevant info separately if you’re willing to tackle this part of it?   2) I think what we’ll do is try to negotiate a deal with Chris to be the broker on sale and purchase, and since it’ll be two items, I think we can cut a deal on the fee. One thing I don’t know how to do is negotiate lower price from Buddy by doing private sale and him not having to do the 5% realtor fee - but I don’t know how that works if we’re meanwhile trying to have Chris rep us on both deals?   I’ll write her a note and cc you, Beth.   3) We’ll for sure get an official inspection. Maybe Buddy will want/allow us to schedule that asap so that we can find a number sooner... Mom has mentioned ...

Hey All — Thanks to all of you for the many offers to help Mom and me in getting her moved and settled in new place.   I’ve been noodling over some ideas of how to put people’s different skill sets and geographic restrictions to the best use, because for sure she and I will collapse if we try to tackle it all...   I have the following ideas and wonder how you all feel? Some of these are just confirming items we’ve previously discussed and others are new requests!   1) Sale of Rev Rd - Maybe Michael and I can be the visible leaders on this one, but since it represents such an enormous asset, we’ll bounce stuff off you whenever possible to make sure we all agree.   2) packing and moving logistics - Mom obviously needs to be the primary here and she’s doing a great job. As we get further along, Michael and I will both spend time helping, and if there are lists Mom can make to be done while she’s away, Todd and Michelle have offered to help. Michael wil...

This is a test. Ron