Blog Posting By Tag: Real Estate

Posted: Nov 07, 2017
For some thoughtful buyers with the right circumstances, timeshares might make sense — especially people who like predictability in their vacation destination. But in general, for most people, they carry many drawbacks that warrant careful... Read More...
Posted: Oct 05, 2017
Earmarking the family home — or some portion of it — to fund a Charitable Remainder Trust (CRT) can satisfy philanthropic intent, reduce personal taxes, and generate long-term income. For those with certain needs and desires — coupled with the right... Read More...
Posted: May 03, 2017
It used to be that earthquake insurance in California had to be offered by the same company that underwrote one’s regular homeowners policy.  Then in 1994, the devastating Northridge earthquake literally shook up the entire industry, and... Read More...
Posted: Mar 16, 2017
In the alphabet soup of estate planning jargon, the acronym QPRT is one of the more familiar — if not fully understood — terms and it represents a popular and rather common technique for potentially passing significant wealth amongst generations... Read More...
Posted: Sep 21, 2016
Are you adequately insured on your Homeowners insurance coverage? It was not that long ago that many homeowners in California could purchase “guaranteed replacement cost coverage” for their dwelling, and thus not really worry too much about the... Read More...
Posted: Mar 17, 2016
Utilizing Home Equity to Meet Long-Term Needs and Objectives   The term downsizing typically connotes difficult decisions, often conjuring up images of harsh corporate layoffs. But downsizing also commonly describes the sensible and often... Read More...
Posted: Feb 01, 2016
There are many reasons why people accumulate personal debt, and home purchase and improvement decisions are usually at the top of the list. In addition, there are many unique advantages available to homeowners that generally make such debt... Read More...
Posted: Aug 24, 2015
Many of the decision points during the divorce process require an equal blend of emotional, legal and financial consideration.  One decision in particular often has a strong emotional overlay and a huge impact on life following divorce:... Read More...
Posted: Jul 28, 2015
Home ownership has long been appealing to families, not only because it fulfills a “dream” but also because home ownership has favored status in the tax code. As with many personal financial matters, purchasing a home cannot be reduced... Read More...
Posted: Oct 14, 2014
Like other sections of the tax code, the 1031 Exchange is increasingly familiar, if not always well-understood, and it can be useful in the right situation. Section 1031 describes the circumstances where exchanges of “like-kind”... Read More...

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