Challenge and Solution

CHALLENGE

An individual wants to buy a second home, but is concerned about the tax implications for his family. He has previously stated he would like to pass the vacation property on to his then college-age children.

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CHALLENGE

A client owned a real estate property that was upside down. In addition to wanting to avoid having to bring money to closing, he didn't want to sell for "less than it was worth". The property was costing him money annually for taxes, interest and insurance. At the same time, this property was an emotional burden and a source of frustration.

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These are hypothetical examples for illustration purposes only. Actual investor results will vary.

While we are familiar with the tax provisions of the issues presented herein, as financial advisors of Raymond James we are not qualified to render advice on tax or legal matters. You should discuss any tax or legal matters with the appropriate professional.