Many high-net-worth individuals find themselves with significant wealth tied up in their homes, which creates liquidity concerns and affects their financial flexibility.
With real estate appreciation averaging 7.9% annually, having substantial equity in a primary residence can provide stability, yet limit options when planning for the future.
Seeking professional advice on housing decisions can help couples mitigate tax issues and ensure inheritances are managed fairly, avoiding potential disputes down the line.
In high-cost living areas, families often face the dilemma of whether to downsize or retain their larger homes post-child rearing, balancing equity and practicality.
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