Real Estate Insights

How to Help Your Adult Kids Buy a Home. Each strategy can have major estate, tax and family dynamic implications. Here are several different strategies you might consider.

As a CPA and financial advisor, clients often ask me for ways to reduce taxes. Since the enactment of the Tax Cuts and Jobs Act of 2017, which limited state and local tax deductions to $10,000, many clients, particularly residents of high-tax states such as New Jersey, New York and Connecticut, have raised the question […]

As someone contemplates divorce, one of the most common concerns, after custody of the children, is whether either spouse will be able to continue living in the marital home. Most likely, the home has significant emotional value. It could represent heartfelt memories of raising your family during happier times or it could be the location […]

Changing residency is not as simple as one would think. Extreme care must be taken and you must have a game plan ready to execute. Be sure to connect with your Cerity Partners financial advisor in the beginning phases of your planning. With their expertise and guidance, you will be better prepared to avoid to avoid the pitfalls that snag the unwary.

Many homeowners may not be aware of an exemption that slightly lowers annual property taxes or the exemption that protects homeowners from a particular kind of creditor.