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Irrevocable trusts can be structured so that trust property is either included in the potentially taxable gross estate or removed. What are the pros and cons?...
Before you start packing, you might want to check out the potential impacts on your taxes, investments, retirement planning and estate planning....
During a recent liquidity crunch, I kept thinking how nice it would be to have more cash sitting in my bank account. Once I received a $106,000 real estate capital distribution, I felt a tremendous re...
As we approach the second half of 2024, the commercial real estate (CRE) landscape is poised for strategic investment opportunities. ... Read more...
Are you tired of the same old investments in stocks and real estate? The TV and movie industry is calling ... Read more...
A woman plans for the future by comparing the benefits of a will and trust. Wills and trusts are two essential tools in estate planning that serve similar purposes but offer distinct advantages and co...
The probate process can be a long and expensive journey for heirs. Real estate, cars and even art often trigger probate, but other assets get a free pass....
When it comes to estate planning for your aging parents, knowledge about their wishes and finances is power....
Are you unclear about what you should leave out of your will when estate planning? Legal experts share the seven items to exclude....
Ensuring that younger generations don’t waste the wealth you’ve worked so hard to build starts with careful estate and tax planning....
My wife & I (both age 70) are selling commercial real estate we have owned for 40 years and lived on for 20. After capital gains tax & depreciation recapture we still end up with a nice bucket...
There are many reasons to avoid probate when planning for your estate. Avoiding probate avoids the hassle of having to go to court, which can be costly....
Watch this free clip from the “Estate Planning in Your Retirement” online course. Shane Perry, a TRS financial planner and course instructor, walks us through three possible scenarios for ...
Occasionally, the term “infinite return on investment” is mentioned in real estate investing. This strategy helps real estate and business ... Read more...
Emergency funds, estate plans, different kinds of insurance and smart investing strategies are all parts of a strong retirement plan....
Well folks, as anticipated, bidding wars are back with a vengeance, at least here in San Francisco. If I were a real estate agent, I would never encourage my clients to engage in a bidding war. Winnin...
A letter of wishes lets you explain, in plain language, your intent behind your estate documents, potentially heading off any misunderstandings or disputes....
Disclaimers, good communication, post-marital agreements and more could help avoid conflict in a family after the owners of a wealthy estate pass away....
A lot of an estate can be wasted on lawyers' fees when wills or trusts have built-in conflicts....
In today's episode, we discuss the landmark $418 million settlement involving the National Association of Realtors (NAR) and its potential implications for the real estate industry. As retirees and ot...
If you’d prefer that your estate not pay more taxes than necessary, then these strategies are for you....
Burnout is a constant threat in self-employment. To protect against it, you must turn your income into wealth by investing in the markets, business or real estate....
Life insurance not only provides liquidity for your family to cover immediate expenses after you pass, but it also can minimize estate taxes....
Figuring out when it’s time and knowing how to talk about it are just the start. You also need info about estate plans, insurance and health care decisions....
Real estate in either North or South California is insanely higher than most of the other areas in US (leave NY City or a few major cities). Usually, retiring implies downsizing, decluttering, letting...
If you've been feeling down despite the apparent strength of the economy, I can relate. Despite stocks and real estate reaching near all-time highs, there seems to be a growing silent recession among ...
Estate planning includes appointing a power of attorney for finances. But when POA action is needed, some aging parents resist. Know your options if it happens to you....
Should a married couple sign a will contract to backstop their estate plan, especially in a second or later marriage? While these make sense, they can be problematic....
I’ve been investing for many years now. I’ve invested in the stock, real estate, and cryptocurrencies. I’ve also worked as ... Read more...
Should you sell long-term stocks for a real estate investment? I walk through one listener’s question and explain what you need to consider before making such a decision. Aside from the obvious&...
As we wrap up 2023, it’s the perfect time to evaluate our finances, including taxes, investments, retirement, savings, and estate ... Read more...
Proposed Billionaire's tax will radically alter income and estate taxes and planning for wealthiest. It may apply at $100 million level of wealth....
Anticipating future trends can lead to smart investments. Drawing from my 20 years of real estate investing experience, I expect bidding wars to resurge in the housing market in 2024 and beyond. The m...
Everybody knows that being a long-term investor is the way to go. The longer you can stay invested in the stock market and real estate markets, the greater your chances of making more money. There's j...
The CDFA can help financial planners as more older Americans divorce — putting retirement savings, estate plans and big assets on the line....
Hello I moved from Texas where we had a estate plan done by professional board certified estate planning attorney. However now we are in a different state Oregon that has estate tax and so I went to o...
How it Makes Sense to Sell Real Estate in the US and Buy or Rent Real Estate in Mexico...
This Fundrise review was completely updated on 11/06/2023. Fundrise is a Washington, D.C.-based real estate and alternative assets platform enabling non-accredited investors to invest in high-quality ...
Achieve a secure retirement that leaves behind an estate and legacy....
I’m a seasoned real estate veteran with over 20 years of experience and a Chartered Financial Analyst (CFA). Throughout my career, I’ve always found assumable mortgages intriguing, yet the...
Real estate is a wonderful investment for many reasons. One of the best reasons is leverage and the ability to buy with no money down. You can buy as asset with other people’s money and have oth...
Should you hire a rental property management company to manage your rental house? No, in most cases you did not need to. When I started buying houses in my early 20s, I was adamant that my real estate...
By Joe Dyton, WCI Contributor “Real estate is a great investment” is a common refrain in financial circles. The fact is that it certainly can be, but there’s more to real estate inve...
A Health Care Proxy is a critical legal and estate planning document that everyone should prepare and sign. But you also need to take additional practical steps to facilitate its use....
February 23, 2023 — One of the hottest acronyms in the real estate world is ADU, which stands for Accessory Dwelling Unit. Demographic shifts from Covid, exploding real estate prices, and a shor...
let's say i work as a computer programmer and do okay. for a basic b**** person.. you work make a good income, many people invest in real estate income... and retire at 60 or 70 or whatever would you ...
I've recently started looking at a bit of estate planning as I am aging. I am still a number of years from retirement, but my health isn't perfect and given my family history, I probably won't be arou...
Making annual exclusion gifts allows you to move money to family members and friends so that it is out of your taxable estate with no estate or gift tax consequences....
In January of 2018, I made some of my first passive real estate investments, including an allocation to a diversified ... Read more...
All it takes is protecting what you save, having an income plan, knowing your health care options, reducing your tax burden and making an estate plan....