Rachel's 2nd Note of July 6th.

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 a possible leak, I think she said in bathroom, and I know there was some huge flood a year ago, so maybe Michael would contact Sigrid or Concord Greene to understand what that was… We should also contact Concord Greene to see if there are any pending capital assessments. I’ll pop a note off to Melissa Saulfield as she’s on the board. (*somebody please keep me honest of this though, as I’m racing around today packing!)

 

4) Ginnie, thanks yes pls get the RE lawyer name from Rod. We don’t want to use Mom’s Boston financial guy - too slow and expensive! Chris also has somebody they often use and I’m inclined to just speak with these two options, as I trust both Rod and Chris.

 

Thanks!

XO

R