#1100 Inheriting a Home: Financial, Tax, and Emotional Decisions You Can’t Ignore
Update: 2025-10-08
Description
On today’s episode of The Jon Sanchez Show, Jon is joined by guest hosts Cory Edge of Edge Realty and Dwight Millard of Highlands Mortgage to explore what happens when you inherit a home.
With the largest wealth transfer in history underway, trillions of dollars in real estate are expected to move from one generation to the next over the coming decade. Together, Jon, Cory, and Dwight discuss the key financial, tax, and emotional considerations that come with inheriting property. Should you keep it, sell it, or rent it?
The trio examines the pros and cons of each option, along with how these choices fit into broader wealth management Reno strategies, including real estate planning, mortgage decisions, and long-term retirement planning.
👉 Watch this episode on YouTube: www.youtube.com/@thejonsanchezshow
👉 To learn more about retirement planning and wealth management in Reno, visit: sanchezgaunt.com
Compliance Disclosure: This program is for informational purposes only and should not be considered investment, tax, or legal advice. The views expressed are those of the participants and may not reflect the views of Sanchez Gaunt Capital Management. Investing involves risk, including the possible loss of principal. Past performance is not indicative of future results. Always consult with a qualified financial professional regarding your individual situation before making financial decisions.
With the largest wealth transfer in history underway, trillions of dollars in real estate are expected to move from one generation to the next over the coming decade. Together, Jon, Cory, and Dwight discuss the key financial, tax, and emotional considerations that come with inheriting property. Should you keep it, sell it, or rent it?
The trio examines the pros and cons of each option, along with how these choices fit into broader wealth management Reno strategies, including real estate planning, mortgage decisions, and long-term retirement planning.
👉 Watch this episode on YouTube: www.youtube.com/@thejonsanchezshow
👉 To learn more about retirement planning and wealth management in Reno, visit: sanchezgaunt.com
Compliance Disclosure: This program is for informational purposes only and should not be considered investment, tax, or legal advice. The views expressed are those of the participants and may not reflect the views of Sanchez Gaunt Capital Management. Investing involves risk, including the possible loss of principal. Past performance is not indicative of future results. Always consult with a qualified financial professional regarding your individual situation before making financial decisions.
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