What happens to the family home when a loved one passes or transitions into care?

Real estate is often the largest and most emotionally loaded asset a family holds, and when the time comes to act, it rarely transfers cleanly. It comes with logistical complexity, financial decisions, and family dynamics that can stretch for months or years.

Chris Losquadro, founder of Quantum Realty Advisors, has spent nearly three decades specializing in estate, trust, and inherited properties. He breaks down how families and advisors can handle the sale of inherited real estate, from multi-state coordination and property optimization to the growing trend of donating real estate to charitable organizations as part of a planned estate.

Listen in as Chris walks through the full lifecycle of an estate property transaction: what happens when estate planning is airtight versus when it isn't, how families can avoid costly delays, and why donating appreciated real estate can generate far greater philanthropic impact than a cash gift.

What You’ll Learn:

• Why inherited real estate requires a specialized advisor.
• How to manage estate property sales across multiple states with one point of contact.
• The carrying costs that quietly drain estate value while a property sits unsold.
• Why the timing of a property sale (before or after death) changes the tax outcome.
• How donating real estate can generate 6X the impact of a cash gift.
• What families and charities must know before designating property as a charitable gift.

Ideas Worth Sharing:

• "If you donate non-cash assets—whether it's appreciated stock, whether it's real estate, whether it's tangibles like artwork or jewelry—you are giving six times the average of a cash donation." - Chris Losquadro
• "I represent the property. I don't represent you. How the pie is cut up when it's all said and done is up to you." - Chris Losquadro
• "Consult with somebody like [a financial advisor]. Consult with your attorney. Some of these decisions are not easy... but at the end of the day, you don't want to leave your spouse, your children, in a little bit of a lurch." - Chris Losquadro

Resources:

• Chris Losquadro: Website | LinkedIn
• Genevieve George: Website | LinkedIn
• Palm Beach and Martin County Community Foundation

Connect with Us:

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