Estate Planning: Part 4 How To Pass your House On to Your Heirs Tax Free

Thinking about how to pass your home to family the right way? In this episode, Ken and Jeremy walk through the Qualified Personal Residence Trust (QPRT)—what it is, when it’s considered, key trade-offs, and common pitfalls to avoid. You’ll learn high-level concepts like present-value discounting, trust timelines, living arrangements, and why professional advice is essential.
What we cover:
• What a QPRT is (at a high level)
• Why some families explore a QPRT for a primary residence
• The trade-offs (control, timelines, and irrevocability)
• “What if I outlive the trust term?” considerations
• Selling and moving (e.g., replacing the residence within the trust)
• Why you must speak with an experienced estate attorney and tax professional
Important: This video is educational and not legal, tax, or financial advice. Trusts and tax rules are complex and change over time. Outcomes vary based on your situation. Please consult a qualified professional before making decisions.

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This podcast has been prepared for informational and educational purposes only. It is not intended to provide, and should not be relied upon for, personalized investment, financial, tax, or legal advice. RPOA does not provide tax or legal advice. You should consult your own tax and legal advisors before engaging in any transaction or strategy.
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