Whether it’s buying your first home, upsizing to a larger home, or downsizing as you prepare for retirement, home ownership is a complicated process. Our resources help guide the way.
Home Ownership
Vacation property and your legacy
Enjoy worry-free time away after developing a strategy to deal with capital gains taxes, property ownership, and control of your vacation property.
You can help your kids out with buying their first home, but make sure your good intentions don’t turn into family conflict, tax headaches, or legal battles.
Buying a new home for the first time can be a scary and trying process. Sometimes you might need a little parental guidance – and financial assistance.
