Generally, homeowners aren’t “stuck” with their current property just because it’s held in an irrevocable trust. The trust — ...

Whether you’re creating legacy wealth or avoiding probate, a family trust can be a powerful tool—but it’s not right for everyone Written By Written by Staff Money Writer, WSJ | Buy Side Molly Grace is ...

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Sign up for The Morning Report with all your must-read news for the day. The vacation home tax is moving ahead — for now. On Wednesday, the San Diego City Council ...

The City of San Diego is a desirable location to live and vacation. The latter being one of the reasons why short-term vacation rentals are popular in the San Diego area. Stream San Diego News for ...

A proposed ballot measure to tax vacation homes and short-term rentals to fund San Diego city services already is stirring up debate, even before the issue reaches the City Council. Supporters claim ...

Forbes contributors publish independent expert analyses and insights. I write about charitable giving and estate planning ideas. Many taxpayers created irrevocable trusts and transferred significant ...

My husband is 70 and I’m 68. He just began taking Social Security from which he gets $4,700 a month. I am going to wait until I’m 70 before I collect Social Security, at which time I’ll receive $3,000 ...

'Do we have to buy a house for equal value or can we buy a less expensive house?' "We live on Long Island where taxes are extremely high and find the area to be more and more congested." (Photo ...

Pacaso launches a groundbreaking 30-year mortgage for vacation home co-ownership, backed by a $100 million credit facility from Texas Capital. This purpose-built financing option allows multiple ...

WASHINGTON — Federal Reserve Governor Lisa Cook referred to a condominium she purchased in June 2021 as a "vacation home" in a loan estimate, a characterization that could undermine claims by the ...