Updated Thursday, July 31, 2014 as of 9:45 PM ET
Portfolio - Estate Planning
When to Purposely 'Lose' Your Home to Reduce Estate Taxes
by: Ann Marsh
Thursday, August 9, 2012
Partner Insights

In an uncertain market, many wealthy clients are fearful of giving away liquid assets to reduce the size of their estates. An alternative is to give a home to the next generation using a lease-back strategy.

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