Monthly Archives

March 2017

Seller Testimonial – Wellesley

Michelle was very supportive and understanding in dealing with a sale of our Mom’s house. Mom is 85 and leaving her home of 58 years so it was a big deal. Michelle also dealt smoothly with two siblings on…

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 typically settled faster. And the information is a…

Inherited Homes and the Home Sale Tax Exclusion

I had a client ask whether someone who inherits a home qualifies for the $250,000/$500,000 home sale tax exclusion.  The short answer is no.  But the good news is you do not need to qualify.  When you inherit a…