Imagine moving a highly appreciated asset out of your taxable estate, locking in lifetime income for yourself and potentially saving your heirs millions in estate taxes. That’s the power of a private annuity sale — an advanced, yet simple and elegant estate tax-mitigation strategy used by sophisticated families and their advisers. What is a private […]
The Private Annuity Sale: A Smart Way to Reduce Estate Taxes Read More »
I’ve been practicing elder law for decades, and I’ve sat at too many kitchen tables explaining one hard truth: A marriage license isn’t just a piece of paper. It unlocks a long list of legal rights and protections that unmarried couples simply don’t get despite how long they’ve been together. For same-sex couples who aren’t
Why Unmarried Same-Sex Couples Need an Estate Plan Read More »
Editor’s note: This is part three of a four-part series about how to create and use your own Estate Planning Playbook. Part one introduced the concept and why it matters. Part two focused on the family love letter, a heartfelt guide to end-of-life preferences. In this article, we cover the often-overlooked details that can cause
Pets to Paintings: Little Things Can Cause Big Estate Trouble Read More »
In This Article Buying a rental property isn’t only about how much money you earn, but also how much debt you have. If you plan to get a loan to finance your investments, maintaining a healthy debt-to-income ratio is essential. For investors, particularly those with several properties in their portfolio, carrying a lot of debt
America’s Debt-to-Income Map Reveals Key Stats About Local Real Estate Markets Read More »
In This Article Employment is down, and rental demand is up. That’s the narrative sweeping the country, and landlords are learning how to make lemonade from the lemons of low housing affordability. As home sales collapse and inventory expands, a slow buyer’s market has turned into a hot rental one. Although an abundance of available
A New Power Dynamic Has Taken Hold in Real Estate Read More »
In This Article This article is presented by PropStream. When I first started real estate investing, I thought securing money for a deal would be the hardest thing. (I mean, it still isn’t easy.) I quickly found out that money isn’t the problem when you find a slam-dunk deal. Now, finding that deal is actually
20 Ways to Find Real Estate Deals in 2026 Read More »
Editor’s note: This is the fifth article in a step-by-step guide for getting your financial house in order. We’ve already brought you information on compiling your net worth statement, reviewing asset titling and beneficiary designations, the importance of powers of attorney and wills, trusts and related documents. For October, we’re addressing how to talk to
Your Estate Plan Isn’t Complete Until You’ve Done These Steps Read More »
In This Article U.S. big-box chain retailer Walmart is on an aggressive expansion plan. Real estate investors could do well by following in its wake. Walmart recently announced plans to construct or convert more than 150 stores nationwide, including locations in key markets in Texas, California, Florida, Alabama, and Utah. In doing so, the retailer
60th Annual Heckerling Institute On Estate Planning Jan 12, 2026 TO Jan 16, 2026 | Orlando The educational programming, presented by the nation’s leading experts, offers comprehensive coverage of today’s most important tax and non-tax planning issues, and offers practical guidance on planning effectively in an unpredictable economic and legal environment.
60th Annual Heckerling Institute On Estate Planning Read More »
Wealth.com – The Estate Planning Conference
Wealth.com – The Estate Planning Conference Read More »