Episode 81: Buying a Home Owned by a Pension, Three Homes and No Budget, Leaving New York for Florida

November 2nd, 2026  |  20 mins 20 secs

estate planning, inheritance planning, international planning, lumpy partner income, multi-property budgeting, new york residency change, pension-owned real estate, real estate investing, retirement planning, state tax relocation, tax planning, trust strategies

Three listener questions on homes and the planning problems that come with them. A relocation buyer evaluates a house held in a seller’s defined benefit plan through Equity Trust Company. A family with three homes and quarterly partner distributions tries to build a budget that holds up. And a $2.1 million New York earner moves to Palm Beach while keeping real ties to the Northeast.