A Field Guide to Finding Your Perfect Seasonal Residence

We dig into the emotional, financial, tax, and estate planning aspects to consider when choosing a seasonal home that best meets your current and future needs.

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How effective use of a ‘defective’ trust reduces taxes on property transfers

If you own real estate—perhaps a vacation home or income property that has increased substantially in value over the years—and you want to keep it in the family, there are a number of planning strategies you can use to help minimize the estate and gift tax consequences of the transfer.

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New Regulations Clarify Tax Treatment for Real Estate Industry

Business owners in the real estate industry should be pleased with new tax regulations interpreting the Tax Cuts and Jobs Act.

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Short-term liquidity options: What are your choices?

When you need cash, what’s the best course of action? If you’re tempted to reach for a credit card to get the cash you need, you may want to reconsider. There may be better ways to meet your personal liquidity needs.

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Five things to consider before you buy your Florida getaway

Whatever the reason you’re seeking to buy a second or permanent home in Florida, how do you choose the one that’s best for your situation? “Consider the practical and emotional value of the property—as well as its cost and location—before you take the plunge,” says Charles Nilsen, at Boston Private.

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Tempted to offer cash to seal your dream home deal?

In today’s highly competitive real estate market, many buyers are finding that the only way to get the home of their dreams — and not come away as a disappointed runner-up — is to make a cash offer. Learn what’s behind the trend and how to decide if a cash offer is the right strategy for you.

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