Posted on: September 5, 2023
Parents with resources could purchase the property for the child, but that often does not drive the right incentive. How then, do you get the funds to the child in the most responsible and tax-efficient way?
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Posted on: July 7, 2022
how to Make sure that vacation property endures as a source of warm memories According to the National Association of Home Builders, in 2018, there were approximately 7.5 million second homes. That means up to 5.5 percent of the total number of homes are vacation properties.[1] These homes are not only real estate that you […]
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Posted on: May 18, 2022
An estate plan should not be a set-it-and-forget-it endeavor As we all know, life happens. There is really nothing we can do about it. However, some of the most common life events can dramatically affect your estate plan and make it out of date. If you think your estate plan is like a slow cooker […]
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