Every year a dozen clients (or more) talk to us about their decision to make Florida their primary residence, or on the other hand, about coming back to the northeast after they’ve resided in Florida.

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 [...]

Because we don’t like to talk or think about death, we find many people don’t understand what actually needs to happen after a death. Many of us think, “My estate and assets will go to my kids. [...]