Tag: Qualified Personal Residence Trust

We Want to Draft Your Legacy

Is Putting a Home in Trust a Good Estate Planning Move?

May 26, 2022
Homes are illiquid assets that produce no income and come with ongoing costs for upkeep. Those issues can cause some snags with your trust.
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How Do You Pass Down a Vacation Home?

February 28, 2022
If you do not plan appropriately and thoughtfully, problems may arise with respect to this property and your family when you are gone.
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Estate Planning: Can I Bequeath My Home to My Children without Taxes?

September 15, 2020
You would like to pass a house tax-free to your heirs. After all, you want to give them a gift, not the burden of taxes. How do you do that?
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What Is a Florida Qualified Personal Residence Trust (QPRT)?

September 1, 2020
When creating an estate plan, one important question to consider is how to handle the transfer of personal property, including your home. A Qualified Personal Residence Trust, or QPRT, is something you may decide to create to minimize gift and estate taxes associated for your heirs.
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