Putting Assets In a Trust A reader wants to understand how to put her mortgaged home and other assets into the trust she created. Q: I created a trust so that my three kids won’t have to deal with probate when I die as I did with my parents’ home. How do I get my [...]
Home Sale Cash: Divorced Spouse Wants Her Money Q: I was divorced back in 1999, My ex-husband kept the property we bought together. I didn't get a cent when he sold it. But, I also don’t remember signing off when he sold the property. I read that I should’ve signed a special warranty deed in [...]
2025 Home Seller Resolutions Every year, Ilyce and Sam offer their readers New Year’s resolutions for home buyers, home sellers and their personal finances. This year, they added their 2025 Housing Trends. These are their 2025 Home Seller Resolutions. Buyers had a little more purchasing power in 2024, but two headwinds remained: Roughly 85 percent [...]
What are your 2025 Home Buyer Resolutions? Every year, Ilyce and Sam offer their readers New Year’s resolutions for home buyers, home sellers and their personal finances. This year, they've also added their 2025 Housing Trends. These are their 2025 Home Buyer Resolutions. Despite high hopes for lower interest rates, 2024 continued to be a [...]
What are your 2025 Personal Finance Resolutions? Every year, Ilyce and Sam offer their readers New Year’s resolutions for home buyers, home sellers and their personal finances. These are their 2025 Personal Finance Resolutions. Here's a look at their 2025 Housing Trends. Last year, we asked our readers whether we were in a Silent Depression [...]
Estate Issues: Transferring Co-owned Assets How estates transfer assets like brokerage accounts or houses that are co-owned Q: I just read your article in the newspaper about the parents weighing the pros and cons of sharing assets with their daughter. What do you think about brokerage accounts that are held in joint tenancy with one [...]
Every year, Ilyce and Sam offer their Home Buyer, Home Seller, and Personal Finance Resolutions for the new year. This year, they’re adding 2025 Housing Trends. What will 2025 bring for housing trends? As we move into the beginning of the second quarter of the 21st century, it’s interesting to see how real estate (and [...]
Unpaid Home Loans Reader wants her fair share after siblings failed to repay home loans to mother's estate Q: My mother told me directly that the home loans my sisters and brother received from her would be taken out of their inheritance. My mother passed away 10 years ago. I just found out that my [...]
Estate Planning: Holding Title as Tenants in Common Causes Problems Q: My husband died a couple of months ago. He had a living trust. I did not realize that our condo was titled as tenants in common rather than joint tenants. When he died, I asked a friend for the name of a lawyer to [...]
Selling Investment Property With a Delaware Statutory Trusts (DST) Reader wants to know whether a 1031 exchange or Delaware Statutory Trust is preferred when selling investment property Q: I read your recent response to a person who inquired about selling rental properties they own. While your response was factual you made no mention of the [...]
