Leaving Real Estate to Heirs Isn’t Simple

A majority of people plan on leaving some kind of real estate to their heirs, but few people have really talked about what it means for their families. Today, Paul and Anne talk about a survey that highlights this fact and why real estate is a tricky asset to include in an estate plan. Listen along as they talk about tax implications, sharing time on the property, and how feelings of attachment are all issues your heirs will need to sort through when you leave them real estate.

Get a copy of our new book, Confident Financial Planning, at paulwinkler.com/book.