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A complete and up-to-date estate plan can help ease your loved ones' worries and make things easier for them after you pass....
When a husband learns he has a metastasizing tumor, or a mom receives news that her toddler has a rare ... Read more...
Think about the responsibilities involved before agreeing to be an executor....
Use this checklist to create an estate plan that reflects your goals and values....
An estate plan can be complex or simple, depending on your estate and your wishes, but every estate plan should accomplish these basic goals....
You may need to take action before 2024 year-end to protect your estate plan: avoid reciprocal trust & step transaction doctrines, file for the Corporate Transparency Act...
At long last, the time has finally come for the Fed to begin cutting rates in September. As a result, real estate investors will likely benefit from a tailwind over the next couple of years, after a r...
Capital gains tax rates might be lower than the gift and estate tax rate, but how you handle your estate and whether you use a trust can make a big difference in taxes owed....
Liquidity and tax-free benefits can bring peace of mind to policyholders, and the healthier and younger you are when you get it, the better....
With the real estate industry finally lowering commission rates after August 17, 2024, a battle is brewing among brokerages and agents to win business. For example, Sotheby's has decided to charge 2% ...
I recently received an email from an agent at Sotheby’s, a prominent real estate brokerage with 1,115 offices located in 84 countries and territories worldwide, and I thought it was worth sharin...
Bennett's daughters are suing their brother over the family trust, which could have been avoided had Bennett done some things differently....
Real estate is a vast field with countless niches, making it challenging to determine where to start. When I was a teenager, I used to go to the library and read books on real estate. I also stalked t...
Here are eight reasons why your kids should be involved with your estate planning meetings (and one potential downside to it). The post Why You Should Bring Your Kids into Your Estate Planning Meeting...
Here are eight things you can do to help protect your family....
Supreme Court Loper case affects your estate plan. You might file a claim for refund or amended return. IRS Regulations not mandated by Congress may be challenged....
Are big changes in tax laws coming soon? Not likely, but you might want to take advantage of higher estate and gift tax exemptions well before the end of 2025....
Estate planning for millionaires and high-net-worth families is a serious business. Set up your team, paperwork and tax plan to pass down wealth....
Can your children or other loved ones be trusted to have unfettered control over substantial assets and cash?...
Estate planning is critical to ensure heirs don't get hit with millions in estate taxes after you die. You can also protect your digital assets from litigation....
Like any other part of a comprehensive financial plan, there's no one-size-fits-all blueprint for an estate plan. Every person is different. Every family is different. And, as illustrated in a recent ...
A real life story of a wealthy man who had extensive real estate investments but could not manage them as he aged with cognitive decline....
Investing in a real estate syndication can be a smart move and has generally been an excellent investment with the ... Read more...
LGBTQ+ considerations should be addressed routinely in estate planning. Definitions of children and descendants should contemplate surrogacy and adoption, and more....
It is one of things I know I need to do, have some done, but keep putting off completing - yes estate planning. Luckily we have estate a section in our wiki https://www.reddit.com/r/retirement/wiki/in...
Details about smart phones, online accounts and more need to be part of your estate plan to avoid big problems for your loved ones....
Having a clear understanding of Estate Planning is an important step in your Retirement Plan. Estate planning is a crucial aspect of financial management that helps your assets get distributed accordi...
Understanding the fundamentals of Estate Planning is important. Estate planning is a vital aspect of financial planning that ensures your assets are distributed according to your wishes and minimizes ...
Let me tell you a secret, my friends. I’ve been in the real estate game for quite some time now, and I’ve seen it all. The good, the bad, and the downright ugly. And one thing I can assure...
In the multifamily real estate market, the promise of profit often takes center stage, overshadowing the critical consideration of risk. ... Read more...
Before we get to today’s post, I want to announce the winner of last week’s book contest. After randomizing the entries (I really enjoyed reading all the amazing 180+ comments! Thank you a...
In today's episode, we examine the recent IRS Chief Counsel Memorandum, which introduces significant changes to one of the cornerstone strategies in estate planning. We explore how these new guideline...
This financial professional was motivated to get her estate plan in order after the untimely death of a loved one. She shares six simple steps to do that for yourself....
A guide to how to navigate estate planning as a single person....
By Dr. Hamik Martirosyan It was the best of times. It was the worst of times. It was the sponsors with conservative leverage and fixed-rate loans. It was the sponsors with all variable loans and high ...
By Christopher Avery, Guest Writer “Death never takes the wise man by surprise, he is always ready to go.” — Jean de La Fontaine Most people are un- or under-prepared for their inevi...
Are there lessons we should learn from the comparison of the Rockefellers and the Vanderbilts? In this episode, we look at the contrasting estate planning tactics of two of America's wealthiest dynast...
Follow this estate planning checklist for you (and your heirs) to hold on to more of your hard-earned money....
Photo by: jb While it may seem like a simple idea to just make your estate the beneficiary of your IRA, thereby allowing you to make adjustments to your final beneficiaries via your will – there...
The FTC recently prohibited non-competition agreements (and non-disclosure or non-solicitation agreements),. This may adversely impact estate and succession planning....
Recently, I received a capital distribution from a private real estate fund, and it couldn't have come at a better time. The experience brought me both joy and relief, prompting me to share it in the ...
My wife and are are heading toward retirement and will be updating our wills/estate plans. We are both quite active and mentally sharp; both have advanced degrees, but my family has a history of Parki...
We (M 65, F 59 both still lol working and plan to along as possible) own 3 homes and plan to sell two of them to partially fund our retirement. We’ll sell home #1 and bank the $500K tax free cap...
Revocable trusts allow the trust maker complete control over the assets and can be quite efficient when it comes to capital gains and income taxes....
Being the executor of an estate can be overwhelming, but breaking the process down into individual steps can help make it much less daunting....
For a solid estate plan, you should put powers of attorney in place, designate beneficiaries, tackle tax planning and more....
Who stands to gain the most from the settlement reached with the National Association of Realtors regarding commission price collusion? The clear beneficiaries are residential real estate investors an...
Freelancers have to be vigilant to keep track of where their money goes, whether it’s to cover daily necessities, saving for retirement or other expenses....
Estate planning can be a sensitive topic for families to talk about. Here's how to get past the awkwardness and discuss estate planning with your family....
A donor-advised fund, or DAF, lets the donor reap tax benefits while also being able to direct how the money is distributed and invested....