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How should families plan to pass on their wealth amid ongoing uncertainty over estate taxes? Even if TCJA provisions are extended, they might still be temporary....
Most people think investing in themselves requires big money. That’s a lazy excuse. The smartest investment isn’t in stocks, real estate, or business ventures, it’s in leveling up yo...
FROM THE ARTICLE: How to Plan for Retirement When You Don’t Have Kids. Childless older adults face different challenges in housing, health care and estate planning. By Tamara E. Holmes, AARP. **...
If you're looking for the best tax-efficient way to sell a real estate investment, should you use a deferred sales trust or a 1031 exchange? The post Deferred Sales Trust: An Alternative to a 1031 Exc...
Three real estate listings in Portland, Maine....
Maybe you've heard of using Delaware statutory trusts to defer taxes on real estate investments, but zero-coupon DSTs take those benefits a step further....
I keep reflecting on how incredible 2024 was. With the S&P 500 up 23%, Bitcoin surging, and residential real estate climbing in most of the country, personal finance enthusiasts have had an amazin...
Making incorrect assumptions about tax brackets, tax-loss harvesting, charitable giving, estate taxes and more can cost you big-time in retirement....
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. I...
If you have cryptocurrency in your estate, you'll need meticulous plans and clear instructions to ensure beneficiaries don't lose out after you're gone....
See three fabulous real estate listings of homes in Portugal for a vibrant retirement, as part of Kiplinger's "Listed" series....
If there’s one lesson I’ve learned the hard way in real estate, it’s that a full-on, gut-remodel can be a nightmare. After years of painful, unpredictable remodeling projects, I can ...
As a real estate investor himself, President Trump appears poised to preserve the tax-deferring power of this strategy. But you still must follow the rules....
Tackling these strategies one at a time, whether it's updating estate planning or reassessing investments, can help put you on track for financial stability....
Clients depend on their financial advisers to encourage them to tackle estate planning and guide them through complex strategies and potential family disputes....
A flexible irrevocable trust can minimize taxes on capital gains, ordinary income, estate tax and property tax....
See fabulous real estate listings of homes in snowbird destinations Savannah, San Diego and South Padre Island, as part of Kiplinger's new "Listed" series....
For what it’s worth, I retired at 42. With over two decades in financial services, a CFA designation, and a mix of real estate and investment strategies, I reached financial independence without...
For over half my life, I’ve been involved in the real estate industry as both an investor and a landlord. When it comes to home improvement, I’ve learned a great deal about what works and ...
See three dreamy real estate listings of homes in Puerto Rico for a wonderful retirement....
Irrevocable trusts offer nearly endless possibilities for high-net-worth individuals to reduce their estate taxes and protect their assets....
Including a Roth IRA in your estate plan has clear tax advantages, which can be passed along to your heirs for years to come. But if passed down incorrectly, your heirs won’t reap the full benef...
With 2024 almost done, I'd like to share my year in review. For the vast majority of investors, this was a banner year, with the S&P 500 up ~24% and real estate prices in most of the country conti...
Other families, especially high-net-worth ones, can benefit from Johanna and Antonia Bennett's experience encountering estate disagreements....
Author and estate planning expert Mark Shiller shares how to leave wealth to your kids and prepare them for success...
Reviewing your estate plan is an important part of the year-end review sessions that we hold at Keen Wealth. At least annually, folks should make sure that their plan is still in sync with how they wa...
In this episode, we dive into the recent IRS revenue ruling that has the financial and estate planning communities buzzing. The possibility that trust accounts may no longer benefit from a step-up in ...
Spoiler alert: It's the secret weapon of savvy real estate investors. Here's how it works and details about the tools you need to do it....
The most important part of your estate plan isn't about taxes, investments, gifts, or other financial issues. The priority of every estate plan, for people of every age, is the medical care documents....
In the world of real estate investing, 1031 exchanges have become a popular tool for deferring taxes and maximizing investment returns. In a nutshell, 1031 exchanges are unique investment strategies t...
Creating, implementing and maintaining a fitness program has many of the same steps and concepts as creating a successful estate plan. You need to identify key background information, evaluate and edu...
Bonds are dramatically safer than investing in stocks, real estate, or speculation, but there is still risk when you invest with bonds. The post The 3 Risks of Bond Investing — And How to Beat T...
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&...
With over 24 years of experience as a real estate investor, I’ve seen countless homes struggle to sell. The reason? First impressions matter more than you might think. When potential buyers walk...
In this episode, we unpack Vice President Kamala Harris’s ambitious plan to lower housing costs, which would be funded by adopting Senator Elizabeth Warren’s sweeping estate tax overhaul. ...
Let's clear up the confusion among some trust makers and taxpayers over how grantor trust status affects the step-up in basis and estate tax exclusion....
Having a tax-smart exit strategy for your real estate investment is a great idea, but if a 721 exchange is part of your plan, here's what you need to consider....
Oh no, I’m 27 and being sued! In 2007, I made a bold move. After years of following a well-calculated strategy in real estate, I decided to take a leap outside my comfort zone. I had already bui...
Knowing what to expect when it comes to your taxes, investments, real estate, Social Security benefits and other money-related issues is critical....
If you're a real estate investor with children, you may face two significant challenges. The first challenge is holding onto your rental property for as long as possible. You understand that the longe...
Watch a free clip from the “Estate Planning in Your Retirement” online course to learn: The 4 essential questions that can help you determine if you need a trust or […] The post Do ...
Have you ever wondered why an old, worn-out car does not have the same value as a brand-new one? The same principle also applies in real estate, called rental property depreciation. As a real estate i...
In this episode we’re answering listener voicemails and tackling some tough questions about Social Security, RMDs, estate planning, and more. First up, we help Diane, whose husband is a minister...
Getting rid of the death tax (aka the estate tax) might sound like a great idea, but more people could pay higher taxes under the capital gains tax regime....
Watch a free clip from the “Estate Planning in Your Retirement” online course to learn: The 4 essential questions that can help you determine if you need a trust or […] The post Do ...
As a Chartered Financial Analyst with over 20 years of experience in real estate investing and financial services, I’ve seen firsthand the financial advantages of owning a home versus renting. I...
When you're gone, you want your heirs to be happy and successful and for your life's legacy to live on. Creative estate planning can help with all of that....
Many couples trust each other and have shared goals for retirement, but more than half have yet to put an estate plan in place....
“You Have Too Much Debt, You Are Going To Go Bankrupt” When I was in my middle 20s I had around $1M in debt. It was shortly before the real estate collapse of 2008. My income from my salar...
Deciding who you want to inherit your wealth, as well as when and how, is a crucial first step in estate planning. Here are the four beneficiaries to keep in mind....