Tapping the Future Value of Your Home

Some retirees leverage home appreciation in advance

By Emily Brandon

Posted: August 25, 2008

Appraise carefully. Homeowners should also make sure their property is fairly and accurately appraised. "You are transferring half of your future appreciation to another entity for a sum today," says Barry Glassman, a senior vice president of the wealth management firm Cassaday & Co. in McLean, Va. "Have an attorney look over the details, and pay close attention to the appraised value."

Consider heirs. You should also think twice about leveraging future appreciation of your home if you eventually plan to leave the property to heirs. Children who want to keep the house will have to essentially buy back the share at the new, appreciated value.

Jorge Saucedo, 66, a home builder and seller in the San Francisco Bay area who runs a rescue foundation for stray cats out of his 3,000-square-foot home in San Leandro, Calif., will share appreciation with EquityKey on two duplexes and his house. He used the money to pay down debt on all three properties. As for the possibility of leaving his property to heirs, Saucedo says, "Let them work on their own."

It is not question of winning , it is question of being qualified

It is not question of winning , it is question of being qualified

once you are qualified for the program its a win win situation for the senior citizen.

with a good estate planning and estate protection strategies, one can change his/her retirement status in a matter of months.

Boaz Arbel is the General Manager at Arbel Life, LLC, a New York based company that specializes in the high net worth senior market. To obtain further

Information about Life insurance Premium Finance, Life Settlement and to read additional articles about these subjects please Arbel Life, LLC website at http://arbellife.com/ . Boaz Arbel can be reached at boaz@arbellife.com or by phone 646-724-0434

Boaz Arbel of NY @ Sep 22, 2008 13:05:04 PM

Read the fine print. Read the fine print. Read the fine print.

The chances for ordinary folks winning on this are FAR WORSE than the chances at a Blackjack table in Las Vegas. There, at least, you have a near half (maybe 47% chance, or so) of winning. Not so much with this deal.

of @ Aug 26, 2008 11:22:50 AM

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