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Property & Casualty Learning

To Buy or Not to Buy

The decision whether to buy or rent a home may have long-term implications.
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Dog Bites and Homeowners Insurance

Reviewing coverage options is just one thing responsible pet parents can do to help look out for their dogs.
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What Issues Should I Consider When Reviewing My Property And Casualty Insurance Policies?

What Issues Should I Consider When Reviewing My Property And Casualty Insurance Policies?

  • Real Estate/Property Insurance
  • Auto Insurance
  • Personal Property and Umbrella Insurance

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Will I Have To Pay Tax On The Sale Of My Investment?

Will I Have To Pay Tax On The Sale Of My Investment?

  • Capital gain versus capital loss
  • Long-term versus short-term status
  • Tax brackets and applicable rates
  • Medicare Surtax calculation

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Will I Receive A Step-Up In Basis For The Appreciated Property I Inherited?

Will I Receive A Step-Up In Basis For The Appreciated Property I Inherited?

  • Impact of living in a community property state
  • Types of property that receive a step-up
  • Impact of selecting the alternate valuation date
  • Simple ownership vs. JTWROS vs. tenants in common

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What Issues Should I Consider When Buying A Home?

What Issues Should I Consider When Buying A Home?

  • Cash Flow Issues
  • Financing Issues
  • Income Tax and Estate Planning Issues
  • Insurance Issues

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