Bear markets: What’s a long-term investor supposed to do right now?
As we continue our way out of the pandemic, with inflation and dramatic market fluctuations, what is a long-term...
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What are the taxes on transferring real estate to your kids?
Joan and her partner own the condo her son lives in, but they want to transfer ownership to him....
Capital gains, taxes and more: The implications of inheriting real estate
There are tax, estate and other implications when inheriting real estate, even from family.
Is a name change on a will a game-changer?
Creating a will is a good thing to do. It dots the Is and crosses the Ts. But what...
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What’s the real value of a robo-advisor?
With inflation, war and COVID, what are your options if you’re wanting a bit more from a robo-advisor? Do...
Should you loan money to someone who is house rich and cash poor?
Loaning money to someone who is house rich and cash poor requires some consideration. Even when it involves family....
How does an executor pay estate expenses during the probate process?
An executor is expected to pay the expenses of an estate on time, but what happens if the estate...
How to save on capital gains tax when selling a rental property
A reader wonders if he should buy his parents’ rental property or wait to inherit it, based on the...
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What are the fees for becoming a joint tenant on a parent’s property?
In becoming a joint tenant, what are the costs associated with it? What impact would a death have on...