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Rocco Beatrice

Selecting a Good Trustee. Factors to Consider When Choosing a Trustee.

Kenneth R. Harney

Refinancing To Get Cash, Not Save It

Steven Leibold, EA

Take Your 2021 Required Minimum Distributions (RMD)

Kim Englert

1031 Exchange of Vacation Property and/or Second Home Does Qualify

Sanda Hnatjuk-Bahic

Making home Affordable program on pace to help millions of homeowners

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Answers Needed

Which affords more protection-having payments made from your bank account or authorizing your creditor...?
Do we have a National Savings Day in U.S.?
I'm leaving an employer, and have paid most of my deductible for 2009 already. If I switch to COBRA, does my deductible reset? Or is it a continuation of my original policy, and I have already satisfied the deductible requirements?
Rental House - Gift vs Inheritance.

My mother has a rental house for 23 years and now she wants to give it to me . What is the tax consequence? How can we avoid paying tax?

My friend suggested that my mother just leave the house to me in her will since it will be an inheritance the basic will be FMV at that time and I won't have to deal with the past rental. Is this true?
What are mortgage (origination) points?

Advisors

Freddie Deutsch

Freddie Deutsch
Sandy Springs, Georgia
Financial Planning

Sandy Cary

Sandy Cary
Austin, Texas
Real Estate

Speaks Family Law

Speaks Family Law
Wilmington, North Carolina
Legal

Bonnie Clark

Bonnie Clark
Temecula, California
Financial Planning

Roberto Agudelo

Roberto Agudelo
Miami, Florida
Real Estate

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