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🎙 BETTER DECISIONS PODCASTWhen Grief Meets Real Estate: Planning Ahead to Avoid ProbateIn this episode of Better Decisions, I sit down with Lucy Robelo, founder of Synergy Home Care of Miami and a longtime David Siddons Group client who is now officially joining our team to focus on estate and probate real estate.Lucy brings more than 16 years of hands-on experience helping families navigate aging, care decisions, and major life transitions. Together, we unpack what really happens when real estate decisions are made too late—why probate sales often destroy value, how emotion and urgency cloud judgment, and why planning ahead can save families stress, conflict, and significant financial loss.This is an honest, human conversation about grief, family dynamics, and real estate—and how making decisions early can protect both the home and the people connected to it.⏱️ Episode Chapters0:00 – Teaser: When grief meets real estate1:01 – Welcome to Better Decisions1:55 – Meet Lucy Rebello & her background in elder care3:00 – Why estate planning requires emotional intelligence5:10 – The markets we serve & why local knowledge matters6:15 – Why families avoid estate conversations7:45 – Downsizing vs. reacting under pressure9:20 – Personal stories: planning for aging parents11:20 – Safety, independence, and difficult family decisions13:20 – Why probate sales usually don’t end well15:00 – How urgency leads to below-market sales18:50 – Real examples of lost value (30–40% and more)21:00 – Planning years ahead, not months22:40 – The overlooked “downshift” in real estate planning25:00 – Why estate homes don’t have to look distressed27:50 – How preparation protects value29:15 – When land sales make sense30:45 – Timing, permits, and creating flexibility31:35 – Leasebacks and reducing stress32:40 – Final thoughts & how we help families plan ahead33:20 – How to get more information📩 Want more information or have questions?Text or email ESTATE26 for more information📞 305-508-0899 | 📧 [email protected] the full blog article here: www.luxlifemiamiblog.com/when-grief-meets-real-estate-avoiding-costly-probate-mistakes-in-miami📲 Follow David on Instagram → @thedavidsiddonsgroup🌐 Explore listings & data tools → www.luxlifemiamiblog.com📬 Subscribe for more real estate insights, market analysis, and smarter long-term decisions.#BetterDecisionsPodcast #EstatePlanning #Probate #MiamiRealEstate #LuxuryRealEstate
By David Siddons5
33 ratings
🎙 BETTER DECISIONS PODCASTWhen Grief Meets Real Estate: Planning Ahead to Avoid ProbateIn this episode of Better Decisions, I sit down with Lucy Robelo, founder of Synergy Home Care of Miami and a longtime David Siddons Group client who is now officially joining our team to focus on estate and probate real estate.Lucy brings more than 16 years of hands-on experience helping families navigate aging, care decisions, and major life transitions. Together, we unpack what really happens when real estate decisions are made too late—why probate sales often destroy value, how emotion and urgency cloud judgment, and why planning ahead can save families stress, conflict, and significant financial loss.This is an honest, human conversation about grief, family dynamics, and real estate—and how making decisions early can protect both the home and the people connected to it.⏱️ Episode Chapters0:00 – Teaser: When grief meets real estate1:01 – Welcome to Better Decisions1:55 – Meet Lucy Rebello & her background in elder care3:00 – Why estate planning requires emotional intelligence5:10 – The markets we serve & why local knowledge matters6:15 – Why families avoid estate conversations7:45 – Downsizing vs. reacting under pressure9:20 – Personal stories: planning for aging parents11:20 – Safety, independence, and difficult family decisions13:20 – Why probate sales usually don’t end well15:00 – How urgency leads to below-market sales18:50 – Real examples of lost value (30–40% and more)21:00 – Planning years ahead, not months22:40 – The overlooked “downshift” in real estate planning25:00 – Why estate homes don’t have to look distressed27:50 – How preparation protects value29:15 – When land sales make sense30:45 – Timing, permits, and creating flexibility31:35 – Leasebacks and reducing stress32:40 – Final thoughts & how we help families plan ahead33:20 – How to get more information📩 Want more information or have questions?Text or email ESTATE26 for more information📞 305-508-0899 | 📧 [email protected] the full blog article here: www.luxlifemiamiblog.com/when-grief-meets-real-estate-avoiding-costly-probate-mistakes-in-miami📲 Follow David on Instagram → @thedavidsiddonsgroup🌐 Explore listings & data tools → www.luxlifemiamiblog.com📬 Subscribe for more real estate insights, market analysis, and smarter long-term decisions.#BetterDecisionsPodcast #EstatePlanning #Probate #MiamiRealEstate #LuxuryRealEstate