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Julina OgilvieLegal Essential in Real Estate

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1. Legal Essential in Real Estate Julina Ogilvie 34:02

Buying a home or Investing in real Estate comes with legal complexities that many buyers overlook. In this episode of Women on Wealth, I sit down with Corinne Abbott, an attorney at Grassette & Associates, to break down key legal aspects of real estate transactions.

We discuss common misconceptions, first-time buyer mistakes, and how RESPA has shaped transactions. Corinne also explains title options in Connecticut, staying compliant with real estate laws, and the essential questions to ask a real estate attorney. Plus, we dive into the role attorneys play in preventing legal issues, key considerations for women in real estate, and expert investment advice.

Show Highlights:

Misconceptions homebuyers have about the real estate purchasing process (4:20)

Common mistakes from first-time homebuyers (9:21)

How the Real Estate Settlement Procedures Act (RESPA) impacted transactions (13:14)

How people can hold title in Connecticut (16:41)

How to ensure you're compliant with current real estate laws (18:49)

Questions to ask real estate attorneys (20:52)

The role a real estate attorney plays in preventing legal issues (23:36)

Considerations for women (28:41)

Advice for investing in today's real estate market (29:51)

Connect with Julina Ogilvie:
Website
YouTube
LinkedIn
Email- jogilvie@principlewealthpartners.com

The information provided is for educational and informational purposes only and does not constitute investment advice and it should not be relied on as such. The statements and opinions expressed in this podcast are those of the author. PWP cannot guarantee the accuracy or completeness of any statements or data. For current PWP information, please visit the Investment Adviser Public Disclosure website at www.adviserinfo.sec.gov by searching with PWP’s CRD #290180

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Julina Ogilvie Wealth Advisor, Author, Podcast Host

Julina manages wealth for high-net-worth individuals and families in addition to guiding successful advisors through the firm’s succession planning strategy. Prior to joining Principle Wealth Partners, Julina held executive roles at J.P. Morgan Asset Management and Lord Abbett & Co. In these roles, she used her extensive knowledge of the capital markets to educate the country’s top advisors.

Julina is an accomplished speaker and strategist who has presented wealth management concepts to thousands of financial professionals and clients. She has been recognized for her outstanding achievements and serves as a mentor for young women entering the business. With a passion for financial literacy, she created a podcast, Women On Wealth, to empower women on financial concepts. Additionally, she authored Money Confident Girls: A Parent’s Roadmap to Raising Financially Confident Children (From Toddlers to Teens), further solidifying her commitment to fostering financial competence from an early age.

Julina resides in Fairfield, CT with her husband Doug, their daughters Kaylin and Sidney, and two dogs, Mudd and Sierra. She currently sits on the Ethics Board of the Investments & Wealth Institute, serves as VP of Finance at the Westport Women’s Club, and sits on the Board of Directors at River House Adult Day Center. Julina is an avid skier and triathlete who qualified for the Ironman World Championship in 2024.