Creating Richer Lives

Gifting Strategies in a Challenging Housing Market


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With elevated housing prices combined with rapidly rising interest rates, purchasing a home hasn't been this challenging since 1984. This is according to a recent report by Intercontinental Exchange. Because of this, many parents and/or grandparents are wanting to help members of their family get into their first home. On this podcast, Karl welcomes guest Barry Beal, CPWA® to the podcast to discuss various gifting strategies for first time homebuyers.

Topics discussed on this podcast:

  • Housing Affordability
  • Legacy
  • Gifting Strategies
  • Mortgages
  • Estate Planning

For more information, go to https://www.creatingricherlives.com

#housingaffordability #firsthome #mortgage #gifting #today #listening @CAPTRUST

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Creating Richer LivesBy Karl Eggerss

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