Major affirmation continues across the financial planning community....
I have been saying for years that STATUS QUO when it comes to your parent's and or client's homes is SIMPLY INSANE as a strategy to maximize the home as a financial planning tool. (Status Quo being wait until they pass and or have to move, then cash in at whatever the current value is/ sale price, minus fees, and distribute via their wishes) This study confirms and shows with REAL WORLD EXAMPLES exactly how the strategies I promote and use actually work.
CLICK HERE TO READ THE STUDY
