Tag: Delaware Statutory Trusts

For many older adults, real estate represents one of the largest sources of wealth they will ever own. A longtime family home, a rental property or a portfolio of investment properties can provide financial security—but those properties can also create complicated decisions as retirement approaches and families begin planning for the future. Suzanne talks with Cory Boldroff, a certified senior real estate planner, about the unique challenges seniors and their families face when managing, selling, downsizing and transferring real estate. Cory's focus is helping families build, protect and transfer generational wealth through real estate, while developing strategies for the next transition.