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Image for Widow Sells Her House: Tax Consequences?

Nov 22, 2021

Widow Sells Her House: Tax Consequences?

When Harry met Sally, they bought a wonderful home for $50,000. They loved their home, neighborhood, and the fond memories created there. However, when Harry passed away, Sally decided it was time to move. Now, Sally is left wondering what the tax consequences might be.

Image for Wealth Transfer Strategy: Give the House to the Kids!

Sep 27, 2021

Wealth Transfer Strategy: Give the House to the Kids!

The Qualified Personal Residence Trust provides an opportunity to remove your residence or vacation home from your estate. It may be the perfect strategy for you and worthy of a conversation with your attorney or financial planner.

Image for Thinking of a Second Home? Not So Fast.

Mar 16, 2021

Thinking of a Second Home? Not So Fast.

Purchasing a second home should not be an impulse decision. It requires diligent research and financial commitment. Before you buy, consider the consequences, estate issues, and more.

Image for Buying/Selling Your House: What’s the Coronavirus Impact?

Jun 15, 2020

Buying/Selling Your House: What’s the Coronavirus Impact?

The COVID-19 pandemic has affected all aspects of the economy. But what impact has it had on the residential real estate market? Are fewer homes being sold? Are prices declining? Some of the results might surprise you.

Image for What a Realtor Can Do to Make Buying and Selling Less Stressful

Mar 15, 2019

What a Realtor Can Do to Make Buying and Selling Less Stressful

Anyone who has worked with a realtor has a general idea of the basics of the job, but there’s much more to real estate than showing homes and brokering deals. It turns out realtors can provide many services to their clients that you might not be aware of. If you’re in the market to buy or sell, be sure to check out several ways your realtor can be working for you.

Image for Selling a Home? First Examine the Tax Implications!

May 7, 2018

Selling a Home? First Examine the Tax Implications!

It’s a hot seller’s market right now – and that could mean more cash in your pocket if you’re looking to sell your house. But not so fast! Before you make that leap and list your home, be sure you fully understand the tax implications of selling your house for a greater profit. Read on to discover how to uncover what your tax liability will be when you sell your home.

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Feb 12, 2018

Is Downsizing Right for You?

We’re coming off the best year for existing home sales in 11 years…so is now the right time for you to downsize? Many might advise you to take the money and run, but it could come at a cost. We’ve outlined the pros and cons for downsizing, and what each might mean for your bottom line.

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Oct 23, 2017

I Lost My Engagement Ring! Am I covered?

You lose something of value and your first question is “is it covered?” Insurance polices provide a limited amount for such losses, but generally not enough to cover expensive items. To be fully reimbursed, what do you do?

Image for How Much House Should I Buy?

Feb 12, 2016

How Much House Should I Buy?

The busy home-buying season is just ahead. Whether you’re a first-time homebuyer or a seasoned homeowner looking to upgrade or downsize, it’s important to know how much home you can afford to buy.

Image for Real Estate Transaction Documents

Mar 23, 2015

Real Estate Transaction Documents

Buying or selling a house? The legal documents can make you crazy! It’s to your advantage to understand the documents required and whether you should sign on that dotted line.

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