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Capital calls are usually submitted because something has changed or has gone wrong with a real estate investment. How should you respond? The post Should You Meet the Capital Call? appeared first on ...
Historically, I've viewed stocks as funny money. It's not real until it's converted into something you can use. Given the lack of utility for stocks, I've long preferred owning real estate. Being able...
One of the most overlooked pieces of an estate plan is insurance. But overlooking insurance can cause a bigger headache than you think.
Women's retirement planning should account for longer life expectancies, costlier long-term care, and different investment and estate planning requirements.
Outdated beneficiary designations can disrupt your estate plan. Learn which accounts to review, when to update beneficiaries and why it matters.
Long-term care costs can reduce the inheritance you leave your children. Learn how to prepare for care while protecting your retirement and estate plans.
As asset-rich baby boomers age, adult children are stepping into the role of Family CFO long before they inherit — managing everything from finances to estate plans.
Being named the trustee of an estate is a profound honor — and a major responsibility. From securing assets to navigating family dynamics, here is how to do a good job.
Can AI really help you create an estate plan, or could it create problems your family won't discover until it's too late? In this episode, we review a real Texas will and uncover several surprising is...
Semi-retiring gave me time to organize my estate plan. Here is my simple 3-step checklist
An expiring term life insurance policy is a great wake-up call to update your coverage and estate plan so they align with your current season of life.
Every estate plan needs a will. Most estate owners do not know enough about wills. Knowing more can reduce the cost of the estate plan and deliver better results.
What issues will your family confront after your death, and how will it shape their opinion of your life? Discover the dire consequences of not setting up a proper estate plan so you can take the simp...
Estate planning for children's accounts like 529 plans and UTMA accounts often overlooks naming a successor. Not naming a successor for these accounts can lead to delays.
Would you go? It's titled Estate and Retirement Planning Simplified. It dos feel a little like a time share presentation though, but my partner is gunning for the free steak. Do you think is it worth ...
Trust protectors can help protect against irresponsible trustees and other dicey situations that could put grantors' wishes at risk, estate lawyers say.
REITs can offer high dividend yields and passive income for retirees, but they come with risks. Do real estate investment trusts belong in your portfolio?
Taking action in areas like tax efficiency and estate organization can help you secure your future while also allowing you the freedom to enjoy your savings.
Powers of attorney are powerful estate planning tools, often signed without full consideration, yet they carry significant risk of abuse.
Putting the right documents in place for your loved ones now can shield them from the stress and legal hurdles of dealing with your estate later.
I toured a $9 million house in Honolulu to better understand the luxury housing market. I love real estate, and visiting nice homes for sale is one of my favorite hobbies. My parents are 81 and 78 and...
I turned 65 in April and was planning to retire at 67, but my mother passed in February and I inherited a fairly large estate, so I have moved my plans up. I had a decent size 401(k) and would’ve been...
Private credit funds, real estate deals, hedge funds and venture capital allocations aren't available to everyone, but can also carry extra costs and risks.
Stop pricing trusts like products—estate planning is a strategic design process where goals, complexity, and protection drive value far more than upfront cost.
I just read on another subreddit where someone was asking for advice about their father's estate. It seems they were appointed executor and the will leaves nothing to the father's long term (17 years)...
Estate plans don't need to be complicated, but trusts can help when your family needs protection and your will and beneficiary designations aren't quite enough.
Business owners should start exit and estate planning years before a potential sale. Waiting until the deal is on the table can cost you millions in taxes.
If you're looking to avoid probate or you to need to plan around Medicaid, a Lady Bird Deed might be the right estate planning tool for you. The post Lady Bird Deeds appeared first on The White Coat I...
In this week's Ask the Editor Q&A, Joy Taylor answers tax questions on inherited property: gold, stock, real estate, including the tax basis at death.
An interview with Josh Kanter of Leaf Planner, where we discuss family offices, estate planning, and why organizing and communicating your financial life may be just as important as building wealth in...
In real estate, money is made on the purchase, not the sale. That means every dollar you negotiate off the asking price is a dollar straight to your net worth. So you need every tool at your disposal:...
Noncitizens don't get the unlimited marital deduction. Learn how the QDOT bridges this gap to defer estate taxes and protect your family's legacy.
Episode 521 00:00 Introduction 01:58 AI layoffs impact on commercial real estate 03:30 Logistic & Industrial real estate growth 05:05 Intel exponential performance of past 12 months 15:44 Boeing too b...
You've done well if you've set up a basic estate plan, but don't stop there. You can now adopt the same principles the wealthy use to establish a legacy.
You should be aware about the Reciprocal Trust Doctrine when creating trusts as part of your estate plan, especially if they're irrevocable. The post The Reciprocal Trust Doctrine appeared first on Th...
Episode 514 00:00 Another panic selloff 00:46 Live YouTube Q&A session April 1, 4pm eastern 01:44 Realpolitik perspective on markets & life 03:11 Real Estate is just as unstable as the stock market 04...
We asked estate planners how to protect his one-year-old dog when his heirs aren't up to the task.
On the scale of active to passive real estate investing, turnkey properties are in the middle. They could be a great spot for your portfolio. The post Why You Should Consider Turnkey Rentals appeared ...
Oil and gas investments can play a lasting role in a diversified portfolio, but be sure to consider how they fit into your broader strategy and estate plan.
One of the biggest conundrums parents face is managing their own emotions when a stock market, real estate market, or any other risk asset takes a dive. On one hand, it's painful to watch your portfol...
Inheriting assets comes with various tax considerations. Here's a guide on everything you need to know, from estate taxes to new rules on inherited IRAs.
If you have a blended family, this estate planning tool can provide for your surviving spouse while passing assets to your children from a previous marriage.
If you never spend your investment gains, what exactly are you investing for? This question hit me hard after a year of nonstop financial management, market volatility, and real estate turnover in 202...
Take this simple quiz to discover whether a revocable or irrevocable trust should be the cornerstone of your estate plan.
People knock real estate for being slow and tedious. I get it. It’s not nearly as exciting as chasing big tech or the latest AI winner. But slow and steady might be exactly what the doctor order...
Explore why de-cluttering is the ultimate retirement and estate planning task. 7 compelling reasons to clean out your closets this year. Read now... The post The Gentle Art of Swedish Death Cleaning: ...
Life insurance trusts, particularly irrevocable life insurance trusts (ILITs), can minimize estate taxes and protect your heir's inheritance....
What if downsizing your home could actuallyupgradeyour lifestyle in retirement? In this episode, Tyson Thacker sits down with real estate professionals Jodi Rosko and Heather Fisher, co-hosts ofThe Do...
As a buyer and seller of real estate since 2003, I’ve learned that getting a home inspection before each purchase is one of the most important steps in protecting yourself. You want a profession...
In this episode, we dive into Stephen's fascinating question about estate planning for the far future—trusts designed to preserve wealth for individuals who undergo cryonic preservation. Is this...