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Helping a Beneficiary Purchase a Home
Manage episode 412813372 series 3486035
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Many clients like the idea of helping a child, grandchild or other beneficiary with the purchase of a home to give the person a “head start” and a sense of independence. But this kind of transfer can have unanticipated, adverse consequences. This episode explores options and best practices for structuring transfers from a tax and non-tax perspective, and discusses how a trust may provide for such a purchase even after the client’s passing.
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