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Old 06-17-2025, 11:30 PM   #75
John Mercier
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Quote:
Originally Posted by FlyingScot View Post
Yes, but it's the splitting of the appreciated house that's the problem...

House appreciates from $100K to $1MM, and the old folks also have $2MM at Fidelity. Mom and Dad die leaving $3MM to 3 kids. Yay!...but it takes all $3MM to get each kid a house like Mom and Dad. Before the run up in real estate they would have had $2.3MM, which would have translated into 3 houses and extra cash

(obviously I've picked numbers at random and simplified wrt inflation, other assets, etc, but the general point will hold with real data)
Usually by the time parents die, the children already have homes.

I purchased not just my first, but my second before my grandparents died.
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