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Winning at Life: Alex from Kenner Asks About Taxes When Inheriting a House

Winning at Life title

Alex in Kenner asks Gregory how the taxes are figured for a trio of brothers inheriting a house. Watch this video to learn more about this unique situation!  

Winning at Life: Charles in Mobile Asked About Taxes in a House Sale

Winning at Life title

Charles calls in from Mobile to ask Gregory Ricks about the tax implications of selling a house that he’s lived in for less than two years. Jude Heath, the CPA of the Total Wealth Authority, adds to the guidance from an accounting perspective.    

Winning at Life: Janet from Gautier Asked About Widow’s Social Security Benefits

Winning at Life title

  Janet from Gautier has a question for Gregory about getting a Social Security widow’s benefit. Some widows may want to draw Social Security widow’s benefits, then switch to their own record.  

Winning at Life: Steve in Van Cleave asks about a reverse mortgage

Winning at Life title

Steve asks Gregory Ricks and Dwayne Stein about how the math on a reverse mortgage sounds like a rip off. Is it useful in the right circumstance? Steve calls in from Van Cleave, Mississippi to discuss his situation on Winning at Life.  

Howard in Metairie: Advantages of using a Trust to Pass Along your Assets?

Wes Blanchard

Our Estate Planning Attorney Wesley Blanchard helps Howard from Metairie understand the advantages of using a Trust to pass along his assets.