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A lot can go wrong (including inadvertent law-breaking) if you choose to go the easy route rather than using a trust to transfer real estate to your child....
While going through my reader case queue, this one caught my attention. This reader about to give birth and it immediately took me back to my labour and first months with Little Matchstick. Wow, time ...
The CTA is a federal law that took effect on January 1, 2024. It may have implications for your estate plan....
By Dr. Jim Dahle, WCI Founder I spent some time a couple of years ago thinking about and discussing real estate lending funds and I thought it might be useful to revisit the topic today and share a fe...
We did it when my kids were young, but I was most concerned with who would care for them than anything else. The rest of it was noise to me, though my spouse was there to make decisions. They are olde...
Are you considering passing down your assets to the next generation? Explore effective strategies for transferring your wealth, initiate the estate-planning process, and discover how estate planning c...
2023 was a tough year for commercial real estate. The Fed raised the interest rate 11 times and the cost of borrowing money increased tremendously. Commercial developers had a hard time getting reason...
Every year since 2019, I have posted my top 10 multifamily real estate predictions for the year (and every year, ... Read more...
The post 5 Tips on How to Get Started with Estate Planning appeared first on The Retirement Solution....
The priority of every estate plan shouldn't be taxes, investments, gifts, or other financial issues....
In this episode, I interview Ben Miller, the CEO of Fundrise, discussing his revised perspective on the real estate market for 2024 and beyond. The year 2023 posed challenges for institutional real es...
[Editor's Note: The White Coat Investor wants to understand who our readers are and what they want. That’s why we created this survey—so we can make sure we continue to serve you as best w...
Estate planning is vital to your protection and those you love. Plan!...
The 2023 real estate crash isn’t here yet, and we have a great guest article from our good friend Dr. ... Read more...
My dad passed away a couple of years ago, and the entire process of probate, inheritance, beneficiaries was a mess. The emotional effects were obviously hard enough on my mom, but this compounded ever...
Should you tell your heirs what your assets are or what they should expect to inherit?...
Estate planning is an often overlooked topic during the financial planning process. Here's why that's a mistake....
In this week’s video we’re going to look at an introduction to estate planning. This will kickoff a series of estate planning posts that will explore more in depth concepts surrounding it....
If you are curious how attorney Mike Ketchmark and his team were able to win a landmark $1.8 billion class-action lawsuit on price fixing against the National Association of Realtors, Keller Williams,...
Selling bonds to buy real estate is a much easier decision to make than selling stocks to buy real estate. Real estate acts like a bond plus investment because bonds have more similarities to real est...
In today’s ever-evolving real estate landscape, investors are met with a mix of optimism and skepticism. There’s no denying the ... Read more...
As a real estate investor since 2003, I've been disappointed by the real estate buying and selling process for a long time. While transaction costs have declined to zero or near zero for every industr...
Your estate planning documents, account titles, beneficiary designations, insurance and advisers must all be coordinated for your estate plan to work....
When is the best time to buy a house? As a real estate investor for over 20 years, I have bought houses through many cycles. I bought houses when interest rates were in the 7s in the early 2000s. I bo...
So many people assume they need a real estate agent. But have you ever thought, “Do I need a real estate agent to buy a house?” The short answer to that question is “no.” While...
By Dr. Peter Kim of Passive Income MD, WCI Network Partner Have you ever found yourself stuck in analysis paralysis? That feeling of being trapped in your own head, overthinking and over-analyzing thi...
October 11, 2023 — OK, so you are thinking about your dream home for retirement. Maybe you know where you would like to retire (region, state, or even town) and the lifestyle you want to pursue....
Estate planning can be emotionally and financially complicated. Learn more about how to get started on your estate plan using our checklist....
July 20, 2023 — Just about everyone knows that not having a will is a really bad idea. But still, about 60% of Americans either don’t have one or have no estate planning. But almost as bad...
Today, we are answering more of your real estate questions. We discuss if it is a good idea to have your rental properties in an LLC, if you can claim a loss on US taxes for an international property,...
Contrary to what you might expect, using precatory language such as ‘I wish’ or ‘I hope’ can play an important part in three estate planning objectives....
Cleaning out your estate and related planning "attic" can simplify your planning, identify steps and improvements, save professional fees and taxes....
During the estate administration process, it is easy to see where the decedent veered off course. Often the fix was inexpensive and could have saved their heirs lots of money in legal fees....
[Editor's Note: The vast majority of the world’s millionaires have created wealth by investing in real estate. The White Coat Investor wants to show you how that’s possible for you. That&r...
Written on a for dummies level submitted by /u/Huge_Prompt_2056[visit reddit] [comments]...
It was suggested to me that I look into becoming a real estate professional for tax purposes. From what I've read, this is a special designation on tax returns if the tax payer performs more than 750 ...
The Corporate Transparency Act will affect many people and require reporting of entities that form the foundation of many estate plans....
Buying real estate with someone other than a spouse can be a costly mistake. A cohabitation agreement will make it easier if the relationship goes south....
Should you work with an attorney to write your will, or can you do it yourself? That depends on a number of things, including where you live....
I get invites for a free dinner to listen to lawyers tell me how to protect my wealth on the reg. Is anything gained from attending these other than the meal and being scared into paying a lawyer a lo...
Recently, we compared two similar private real estate funds from Trion and 37th Parallel. We’ll continue in that tradition today ... Read more...
I’m looking for a free retirement calculator that does a good job with real estate investments. They are different than regular investments when it comes to retirement, because they have an expe...
In any investment, there is risk involved. Without risk, there wouldn’t be possible returns. Real estate can be viewed as ... Read more...
No family is exactly like another, so here are some considerations to help you decide which distribution strategy best suits your situation, values and goals....
With five years of passive real estate investments under my belt, I’ve invested in a wide variety of projects. I ... Read more...
An appointment with your estate planning attorney can address any holes that have developed and ensure everything is in place....
Does your estate plan need a will, a trust or both? Understanding how these tools work, and what your family needs, will help you make the right choice.
From caregiver contracts to unequal inheritances, estate planning experts explain how to reward your most dedicated child without fracturing the family.
This estate-planning tool provides financial security for a loved one who has a disability.
A successful estate plan requires more than legal documents. It depends on open conversations with your heirs about the values and intent behind your decisions.