All excellent points that I am working on with her:1. Have 3 meetings set up for her next week to find a fiduciary CFP, brokerage firm & estate planning attorne...
thanks - do you mean certain expenses that increase basis (new roof, new bathroom, etc.)? There has been virtually no investment into the home and said they nev...
unfortunately for the widow, they only put her name on the deed when it was purchased even though they were married at the time. So, she can't get spouse's step...
thanks for the exact answer, just what I was looking for. Hard when a spouse is lost suddenly, to ask the surviving spouse to think about selling the only home ...
