Real Estate & Property Strategies

Last month, Twelve Points Wealth Management’s Chris Cahill and I spoke about Heirloom Properties with Harry Margolis on the Ask Harry Podcast. Chris and I co-created Second Home Savvy to help [...]

This article comes timely in my own life as a couple months ago my wife, Ruth, and I decided it was time to help our 27 year old son, Grant, who has been working hard and saving money, get out on [...]

Raise your hand if you want to avoid paying capital gains taxes for as long as possible. The good news is that you can, if you have a property that you plan to sell and have eyed property that [...]

What can be done to protect assets when a spouse’s health is failing and thinks he or she may die before their spouse–who has long-term health issues–dies? While the circumstances are sad, [...]

Are you thinking about making a move to a senior living community, but don’t know how to start your research? Here are 10 pointers to consider: 1. Understand the kind of community and benefits [...]

Update: Now that the 2017 Tax Cuts and Jobs Act has become law, we’ve expanded upon the of Estate and Gift Tax laws for 2018 here. Congress is poised to enact a major tax law overhaul that [...]

You know your kids love you. You know they love the vacation house they’ve enjoyed every summer since childhood. And you’re sure they’ll love the idea of inheriting that home when you pass away. [...]