Estate

Markets Are Down: Here's How Your Estate Can Benefit

Your estate can benefit from stock market malaise by using several creative tools. Here's how....

What You Should Know About 7 Widely-Used Estate Planning Trusts

Most people should consider having one or more trusts in their estate plans, but you must be aware of trust terminology and the basic concepts....

Retiring Without Heirs: Four Options For Your Estate

Just because you don’t anyone to leave your money to doesn’t mean you shouldn’t plan for what happens to your estate when you die....

Six Steps to Simplify Your Estate for Your Heirs

A simplified estate strategy will expedite the settlement of your estate after you're gone, lower audit risk, reduce costs and cut your beneficiaries' stress....

Chaos, Fear, And Uncertainty: Wonderful For Real Estate Investors

As I watch my stock portfolio correct, I take solace in knowing that my real estate portfolio continues to chug along despite the chaos, fear, and uncertainty. With mass government personnel cuts, new...

Dividing an Estate? Five Ways to Create Transparency

Letting your children know your intentions while you're still around to explain your reasoning, and while you can make adjustments, can limit discontent later....

High-Net-Worth Individuals and Estate Planning Under Trump

We don't know what’s going to happen with taxes. Keeping an eye on these issues is imperative so you can make the appropriate moves at the right time....

8 Ways to Invest in Real Estate for Wealth and Retirement

Learn about 8 options for investing in real estate for retirement. Explore the pros and cons and discover which one is right for you. Read now... The post 8 Ways to Invest in Real Estate for Wealth an...

Probate: The Terrible, Horrible, No Good, Very Bad Side of Estate Planning

We ask estate planning experts how to avoid probate. Because trust us, you don't want your assets to wind up there....

Estate Tax Repeal – Could It Be Real?

Estate tax repeal may happen. What does that mean to your planning? (The answer is not to do nothing). Your will/revocable trust may not work without estate tax formulas....

Here's How Estate Planning Can Make Your Retirement Easier

These estate and legacy planning tools and strategies can help lower your taxes, protect your wealth and more, leaving you to relax during your golden years....

I Retired Young: Here’s Why I Love Investing In Real Estate (Even In Today’s Market)

Some people work for decades, hoping to retire someday. I wasn’t interested in someday. I bought my first rental house at 20, picked up more over the next few years, and let real estate do the h...

Investing and estate planning questions as we approach retirement-still working

Sorry in advance for the long post. Life gets more complicated as you get older! I’ve been handling our personal investments for years thru self-directed IRAs at Wells Fargo, but I suspect I&rsq...

What Gen 20 Should Know About Early Real Estate Investing

What Gen 20 Should Know About Early Real Estate Investing...

The “Silver Wave” takes form in real estate inheritance. How that could impact future finances

The Silver Wave is here: As Baby Boomers enter their senior years, they stand to leave significant assets to their heirs. Knowing what to do with an inherited home, and how it fits into a person&rsquo...

How Our Portfolio Performed in 2024 (Including Real Estate!)

While our portfolio didn't do quite as well as the S&P 500, we still had a solid year. But what about all of our real estate holdings? The post How Our Portfolio Performed in 2024 (Including Real ...

Real Estate Syndications — Who Are They Right For?

Among some investors, real estate syndications get a bad name. Let's talk about why and how an intelligent investor invests in syndications. The post Real Estate Syndications — Who Are They Righ...

Wills Gone Wild: How to Avoid Estate Planning Disasters

These wills gone wild may be extreme examples of poor estate planning, but experts explain how easily a will can go to the dogs....

Why Residential Commercial Real Estate Looks Attractive in 2025

In this Financial Samurai podcast episode, I speak to Ben Miller, co-founder and CEO ofFundriseabout his outlook for residential commercial real estate in 2025. Despite high mortgage rates, he's taken...

How to align tribal systems, federal law in Indigenous estate planning

Tribal systems don't always align with federal and state laws when it comes to land ownership, inheritance and what constitutes an asset....

Hire A Top-Tier or Average Real Estate Agent at Lower Commission

One of my goals for 2025 is to simplify life by selling a rental property. A key decision in this process is whether to hire a top-tier real estate agent, who charges a higher commission, or opt for a...

7 Estate Planning Best Practices

These tips can help you avoid common trouble spots and create a more effective plan....

5 Key Components of an Estate Plan — and 7 Others to Consider

Whatever your circumstances, you can take these steps to build an estate plan that benefits both you and your loved ones....

Who Should Be the Trustee of My Real Estate Portfolio?

Make sure your family’s property assets are stewarded from one generation to the next...

Will the TCJA Estate and Gift Tax Provisions Really Sunset?

Will the TCJA Estate and Gift Tax Provisions Really Sunset?...

Three 'Yellowstone' Estate Planning Lessons

We can learn a lot from John Dutton's estate planning mistakes. Here are just a few that relate to families in general and family businesses in particular....

Capitalizing On The Return To Office: Big City Real Estate Insights

Real estate is inherently local, with property values closely tied to the economic drivers and characteristics of specific regions. While understanding the national housing price forecast for 2025 pro...

You Need an Estate Plan

If you are reading this, you probably need an estate plan. If you have children, live in states like California, you owe it to your family to have an estate plan that includes a revocable trust. One o...

Real Estate Market Outlook

Contents from freedom 35 blog. (www.freedomthirtyfiveblog.com) Will Canadian Housing Finally Cool in 2025? The average Canadian home sells for about $700,000 today, similar to last year. (Orange line ...

Real estate advice for upcoming move

I’m within a year of retirement and I’ve been watching the real estate market where I plan to go. I have about 100k equity in my current house. The market for it should be strong. My credi...

The Six Estate Planning Steps Every Blended Family Must Take

Whether your blended family is newly formed or fully fledged, use these six steps to review your estate plans now and lower the risk of conflict in the future....

Post-Retirement Family Estate Planning Tips

Both estate and retirement planning are important for long-term financial well-being and achieving desired legacies. While estate planning involves organizing and managing assets to ensure their effic...

Post-Election Estate Tax Planning – What Now?

If you are like many people, you put off finalizing estate tax planning until the results of the 2024 election were in. Now they are in - it is time to move forward....

Hidden Flaws That Frequently Mess Up Estate Plans

Many people believe they have solid estate plans but really are putting their legacies at risk because of some very common oversights....

Estate Planning: How Does the Basis Step-Up Rule Work?

The step-up in basis, one of the most powerful tools in estate and tax planning, can make a huge difference in capital gains taxes owed....

You Can Dial Back Real Estate Risk

We know you can and should take some risk when investing in stocks, but does that same principle apply to real estate investing? The post You Can Dial Back Real Estate Risk appeared first on The White...

Trump Presidency: Yes, Estate Planning Is Still Important

President Trump might extend the bonus estate tax exemption or even repeal the estate tax. But estate planning remains important, just different....

Are You an Estate Planning Procrastinator? Where to Start

Quit putting it off, because it's vital for you and your heirs. From wills and trusts to executors and taxes, here are some essential points to keep in mind....

Don't Wait to Lock In High Estate and Gift Tax Exemptions

One of the most sweeping changes to U.S. tax code in modern history could be on the horizon. Now is the time to maximize the legacy you leave your loved ones....

What’s the New 2025 Estate Tax Exemption?

The IRS just increased the exemption as we enter what could be the final year of TCJA....

Why Is Real Estate America’s Favorite Investment?

Real estate is the American investment because it effectively serves two purposes: It’s an asset that can be easily leveraged ... Read more...

Take Advantage of National Estate Planning Awareness Week

Is an estate plan something you need? There’s a whole week set aside that says you do....

The 20 States Real Estate Investors Should Avoid Unless They Love Filing Tax Returns

It's not always easy determining how much you owe in state taxes for passive investments. Here's a guide that will help you figure it out. The post The 20 States Real Estate Investors Should Avoid Unl...

Should You Change Your Estate Plan Before the Election?

You might need to modify your estate plan before the election — or at least before a new administration....