I had the pleasure to speak with Dan Hall from Dan Hall & Associates, P.C. Attorneys. He and his partners help with advanced estate planning. Dan gave me some information today about a Qualified Personal Residence Trust. In a nutshell, if you have a home you would like your children to have when you pass, you can actually gift it to them now with you living in it for the next x number of years. The positive to this is you pay the gift tax on the home’s current value instead of the increased value years from now. The increased value of your home between now and when your children acquire your home is outside of your estate. If you want to learn more about this or other estate planning options contact Dan Hall at 925-460-0711. You can also check out their website at www.DanHallAssociates.com.
Team Junell - Tri-Valley Homes for sale in Pleasanton, Dublin, Livermore & San Ramon
Real Estate and Homes for sale in Pleasanton, Dublin, San Ramon and Tri-Valley
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