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