Blog
Multi-Generational Homebuying Hit a Record High – Here’s Why
Multi-generational living is on the rise. Read More
[Webinar] Don’t Let the Sun Set on Your Estate Plan: Prepare Now for the 2025 Exemption Expiration – July 10th, 12:00 pm – 1:00 pm ET
The current federal estate tax exemption, expanded under the 2017 tax law, is set to expire at the end of 2025, potentially halving the exemption. This change, known as the 2025 estate tax sunset, could significantly increase the number of families exposed to federal...
Why More Sellers Are Choosing To Move, Even with Today’s Rates
It's hard to let go of a 3% mortgage rate. There's no question about it. Read More
3 Reasons To Buy a Home This Summer
Are you thinking about buying a home, but not sure if now's the right time? Read More
No More Cheeseburgers in Paradise
I will never forget the joy I felt in mastering the clever lyrics to Jimmy Buffett's "Cheeseburger in Paradise:" "I like mine with lettuce and tomato, Heinz 57, and french-fried potatoes...big kosher pickle..." Don't forget that onion slice, add some mayonnaise and...
Think It’s Better To Wait for a Recession Before You Move? Think Again.
Fear of a recession is back in the headlines. And if you're thinking about buying or selling sometime soon, that may leave you wondering if you should reconsider the timing of your move. Read More
You May Have Enough Equity To Downsize and Buy Your Next House in Cash
Have you been holding off on downsizing? If so, you should know your equity could make your move possible. Read More
Your House Didn’t Sell. Here’s What To Do Now.
When your house doesn't sell, it doesn't just feel frustrating - it feels personal. Read More
Securing LGBTQ+ Families in Uncertain Times: Estate Planning Strategies Amid Evolving Laws in 2025
The past two years have brought a wave of legislative and judicial actions impacting the rights and recognition of LGBTQ+ individuals and families. According to the ACLU, over 500 anti-LGBTQ+ bills were introduced across the country in 2023, with at least 40 states...
Health Care Directive Terms Defined
A comprehensive estate plan has many objectives. They include ensuring your assets are passed on to your loved ones according to your wishes while minimizing gift and estate taxes. Another equally important objective is to communicate your preferences in advance for...