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Tax Considerations

SECURE Act and Your Retirement

The SECURE Act (Setting Every Community Up for Retirement Enhancement Act of 2019), aimed at improving people’s retirement security, was signed into law at the end of 2019. Some key changes…
Helping Your Parents Downsize

It is typically a sudden illness or fall that causes us to be faced with helping our parents to sell their home and move to a safer and more comfortable environment.…
Should I Put My House in a Trust?

Putting the House in a Trust does not significantly alter the tax ramifications. However a Trust does have a couple of advantages. Avoiding probate is one of them. A Trust is…

Based in Boston, we specialize in the sale of estate properties and the properties of homeowners moving to senior living arrangements. Because this is our specialty, we can help families through a difficult time by taking on as much of the process of clearing out the home and preparing it for sale as you need. We are not a 'buy your property fast and cheap' company. Our goal is to get you top dollar as quickly as possible. If the property is best sold to a builder, we have a large database of builders who will bid on the property. If the house is best served by being staged and put on the market, we can do that as well. If you are not based in Massachusetts, we can refer you to an agency that is also Senior Real Estate Specialist certified.

Tax Considerations

SECURE Act and Your Retirement

Helping Your Parents Downsize

Should I Put My House in a Trust?