FIRST NEUSE REALTY SEMINAR OF THE YEAR DRAWS LOCALS…

FIRST NEUSE REALTY SEMINAR OF THE YEAR DRAWS LOCALS

TO LEARN ABOUT PROTECTING INVESTMENTS

FINDING THE SWEET SPOT was the title of this event which drew nearly forty New Bern residents to the Fairfield Harbour Community Center on Thursday, January 26.  Pat Dumon, of Neuse Realty, was the Mistress of Ceremonies for the day.

Pat as MC

Pat opened the event explaining why the event was being called the Sweet Spot.  She explained that the term “sweet spot” was a reference to a golf shot.  When one hits the ball on the “sweet spot” of the golf club, it achieves optimum distance and accuracy – a perfect comparison to achieving one’s financial goals for optimum stability and accuracy.

Whether it’s directing one’s financial investments, maintaining and updating one’s home (often the biggest investment made), or organizing one’s estate and legacy, the “sweet spot” is the ideal goal and direction of all these facets.

Marcia Werneke and Joy Harsen, also of Neuse Realty, continued in the theme of the hour presenting on the “Protecting Your Home–Finding the Sweet Spot.”  Their presentation underscored the importance of home ownership as an investment.

 

The presentation shared statistical reports on the local market sourced from the Neuse River Region Board of Realtors for the year ending 2016.

Attorney Cindi Quay gave an overview of estate planning and administration. She discussed the tools available to plan an estate to protect one’s assets and legacy.

 “The average citizen needs to have in place, at the very least, a Healthcare Power of Attorney, Financial Power of Attorney, and Last Will and Testament.”

She went on to explain how trusts work and the differences between the standard estate plan documents and the use of revocable trusts with a pour-over Wills.

“With a revocable trust and a pour-over Will one’s estate can remain private and assets can be distributed without the long process sometimes associated with probate.”

More information about Cindi M. Quay and Quay & Associates, P.A. can be found at www.quaylawfirm.com.

For additional information about activity in the area that may impact future housing statistics, you may read  Fairfield Harbour Properties 385 Acres. Food for the event was catered by Sweet Peas Cafe and a short photo gallery of the event is below.

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