Estate Planning
HELOC on a Home in an Irrevocable Trust: What Works in 2026
Most lenders decline a HELOC on an irrevocable-trust-held home. See the narrow routes that still work in 2026 and the Medicaid tradeoffs to weigh first.
Estate Planning
Mortgage and refinance strategies in the context of estate planning, including entity funding, trusts, and intergenerational wealth transfer.
Cash-Out
Cash-Out Refinance to Fund a Family Limited Partnership (FLP) in 2026: Underwriting, Interest Deduction, and §2036 Risk
Cash-out refinance proceeds funding an FLP in 2026: lender underwriting treatment, interest deductibility under tracing rules, and IRC 2036 estate risks.