Often Asked Estate Planning Question

Posted by on March 31, 2016 - 6:50 am

Among the many questions I’m often asked by clients who smartly recognized the sooner they start on their estate planning, the better, is how can they pass on to their children their home (which many times is among their most valuable assets) tax-free?

While there’s no simple answer for everyone, this article was among the better ones I’ve seen published and is a good starting point for some.

When it comes to estate planning, you can see me now, or your heirs can see me later… but by then it’s almost always too late to do anything worthy.

Posted in: Matters of Finance
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