đŸ”„ Texas Two-Step: Don't Lose your Homestead Exemption

The 9Innings Podcast di Kevin Thompson, RICPÂź, CFPÂź

Note sull'episodio

Welcome to the 9Innings Podcast where we Educate, Empower and Engage.

ON THIS WEEKS PODCAST: In this episode, Kevin Thompson, founder and CEO of 9i Capital Group, breaks down the recent changes to Texas property tax laws, with a focus on the 2024 homestead exemption updates and what I call the “Texas Two Step.”

We walk through how stricter enforcement is impacting homeowners—especially those who have placed their homes into trusts—and I use my parents’ situation as a real-world example.

The key takeaway: you need to make sure your trust documents are structured correctly, respond to appraisal district notices on time, and stay proactive. If you don’t, you risk losing one of the most valuable tax benefits available to Texas homeowners.

This is one of those areas where a small oversight can cost you thousands, so working ... 

 ...  Leggi dettagli
Parole chiave
financial educationcertified financial plannerfinancial expertenrolled agentwills and trustscomprehensive planningfinancial advisorfinancial independenceproperty taxrevocable living trust