July 28, 2026

Talk About it Tuesday

Talk About it Tuesday 7-28-26

Key Outcomes

The team discussed active deal complications, including a failed contract due to an overreaching inspection repair list. Ed raised an urgent personal situation involving a deceased step-grandmother’s reverse mortgage and estate, which generated substantial group guidance.

Ed’s Reverse Mortgage / Estate Navigation

Key guidance provided by the group:

Probate likely required IF given no will exists; recommend engaging a probate attorney.
TOD (Transfer on Death) instrument recommended going forward for all clients to avoid similar situations.
Contact the reverse mortgage lender Rhonda Branyan to understand buyout terms; verify information with multiple calls and get everything in writing.
Don’t reveal real estate industry knowledge when calling the lender.
Medicare/Medicaid may have a lien claim given grandmother was in a nursing home at 87; gather her medical insurance cards and documents immediately.
Use Title Toolbox (login via Jeremy Williams) to pull full ownership, lien, and mortgage history on the property at 3777 South Plaza Trail, Virginia Beach 23452. https://familyfirstrealtyinc.com/talk-about-it-tuesday-6-23-26/ (login every 28 days to prevent getting locked out. If you do, email Jeremy and ask to restart.)
Shaheen’s title company, Seabreeze Title, can conduct a full title search; Chris to connect Ed with Molly Kaiser at Shaheen.

Announcements

Tax Holiday Aug 7–9: School supplies, emergency supplies, and home appliances eligible; team encouraged to share with their sphere for top-of-mind marketing. https://youtube.com/shorts/u3BgtobaIkY?si=iBEWoGKbjvypLVFI
Spotlight videos: Chris producing hidden gems/local business features; agents encouraged to submit photos of neighborhoods they’ve sold and favorite local spots.
Recording of Shaheen’s estate planning Lunch & Learn to be distributed; Molly Kaiser’s contact info to be shared with the group. https://youtu.be/Xs4njOtsJ5A?si=bGdAhcGUlxLbtKmy

Action Items

Amber: Send all the Title Toolbox link and Molly Kaiser’s email; share Shaheen Lunch & Learn recording with the group. https://familyfirstrealtyinc.com/talk-about-it-tuesday-6-23-26/

Open Questions

Whether Medicare/Medicaid has attached a lien to the Virginia Beach property given nursing home residency.

Please share this Virginia Tax Holiday with your sphere:

Continuing Projects & Action Items

Chris’s local video content: (continued from 7/14 meeting)

Videos highlighting local businesses (Kabal Market, Wild Birds Unlimited) are being used to connect with communities; Amber tagged businesses post-publication to extend reach. https://youtube.com/shorts/Q7gEaa1ZBCQ & https://youtube.com/shorts/ta-qGXueo9c
Amber replicated the approach at Scrap RVA (501c3 charity); content in production. https://youtu.be/Yx9cFlF-iQg

Huge thanks to Christine for finalizing the current newsletter for proofing and distribution. https://familyfirstrealtyinc.com/summer-newsletter/ Please use Canva or Adobe to customize it to you and send to your sphere.
Invite all of us to Add the printers’ contact information (logo, name, phone number) to the contractor’s Facebook group. Partners page here: https://familyfirstrealtyinc.com/partners

Summer Newsletter page 1 Download

Maintenance List and Agent Info page 2 Download

Community page 3 Download

Engagement – Agents page 4 Download

Maintenance List AMBER page 2 Download

All Agents: Review and update the vendor/contractor list in the private office Facebook group and on the public website with their preferred contacts. https://www.facebook.com/media/set/?set=oa.2387661748212265&type=3
All Agents: Send photos of neighborhood signs, local businesses, and themselves to Christopher for the Nextdoor.com campaign.