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The tax benefits of a range of income and estate tax planning strategies are affected by interest rate changes.
Answer 7 quick questions to uncover which iconic approach to passing down wealth matches your personal philosophy.
The federal estate tax might not touch your $5 million portfolio, but other issues can easily shrink your family's windfall. Here’s how to protect it.
Dolly Parton had hundreds of millions of dollars, sophisticated estate planning, and a plan for what would happen after she was gone. Yet conflict still followed her death. In this episode, we look at...
These core estate planning documents will spare your loved ones from court hassles and help ensure your financial and medical wishes are carried out.
Joy Taylor answers questions from readers on federal and state estate taxes.
Higher estate tax exemptions may be presented as "permanent," but relying on tax rules to stay the same — and not regularly updating your estate plan — is risky.
Successfully transferring generational wealth means preparing heirs, protecting your assets and treating estate planning as an ongoing family conversation.
Without explicit instructions for stocks in your estate plan, your heirs may end up selling everything for simplicity or because they're mired in conflict.
From no-contest clauses to security protocols, advanced planning can get ahead of family disputes before they start, making it easier on your loved ones after you're gone.
A high-profile tax case is shining a light on how the IRS may view certain estate planning strategies.
A signed revocable trust may accomplish little unless assets are coordinated, correctly titled, and reviewed when finances, property, residency, or family goals change.
Estate planning tips on social media don't always contain misinformation, but what worked for one family may end up causing yours a whole heap of trouble.
My parents took meticulous care of their home and estate planning. But when it came time to sell their house of 54 years, all hell broke loose. Here are the five lessons I learned.
Try these proven strategies from the ultra-wealthy to protect your assets, cut taxes and pass on more to your heirs.
From outdated beneficiary designations to the false security of a set-it-and-forget-it plan, active engagement is the strongest defense against costly mistakes.
Estate executor are responsible for discovering and paying all legitimate obligations of the estate before distributing assets to beneficiaries.
Dr. Addams sold a rental property in 2021 and moved $150,000 into a value-add apartment deal. The sponsor’s deck projected ... Read more
How can married couples ensure non-taxable estates pass as intended and are protected from unwanted claims down the line? A QTIP trust can provide the answer.
I've been investing with DLP since 2019. Here's everything I like about DLP, everything I don't, and how my investments have performed. The post Should You Invest Your Real Estate Dollars with DLP? ap...
Estate planning isn't just for the wealthy — it's for anyone who wants control over what happens next. These four core documents will help you establish it.
Without an estate tax plan, tax bills could eat into the wealth you worked hard to build. Here are six strategies to help ensure it passes into the right hands.
The Problem Every Passive Investor Faces Physicians are among the most disciplined professionals in the world. You operate in an ... Read more
While legal and tax strategies are essential for transferring wealth, the more critical step is ensuring your family knows what's coming, how and why.
Choosing an executor requires evaluating a candidate's financial judgment, objectivity and capacity for the long-term commitment necessary to manage an estate.
The uncertainty and turmoil regarding estate planning is over. There is no reason now to delay action. Create or update your estate plan using this checklist.
If you have a high net worth, you need the kind of estate planning that navigates complex tax landscapes to ensure you pass on the maximum amount of wealth.
Your financial plan and estate plan should work in concert. Problems can emerge when you treat the two as unrelated entities.
I love investing in private real estate debt funds. But lately, figuring out which accounts to put those funds into has been a struggle. The post Issues with Private Real Estate Debt (Credit) Funds in...
An estate plan requires a three-step process of design, structure and the often-missed step of funding your assets to ensure your wishes are legally executed.
Major life changes can your estate plan outdated fast. Here are the three instances that should spur an update right away.
Effective estate planning is built on proactive "life planning" that manages investments, taxes and long-term care so you're able to leave a lasting legacy.
Traditional estate planning is excellent at handling the transfer of assets, but often doesn't explain the reasons why you did it the way you did.
Taking a finance class with Ken French changed the way I think about investing. Here's why real estate investing makes me feel comfortable. The post Here’s Why Real Estate Helps Me Sleep at Night appe...
Could one outdated beneficiary form, missing trust provision, or overlooked document completely derail the legacy you intended to leave behind? Topics covered in this episode: The biggest misconceptio...
Congress continues to increase the tax and estate planning benefits of 529 plans, making them a must-consider tool for parents and grandparents.
IRAs form an important part of your estate plan. Give yours some attention so they work in harmony and ensure your wishes will be carried out as you intend.
Inherited real estate can strain families. Clear planning, buyouts, and transparency help balance financial goals while preserving relationships.
The streaming series "House of Guinness" led many parents to reconsider the conventional wisdom about distributing an estate.
Answering listener questions about comparing REITs and syndications, how to spot red flags in private deals before you commit your money, and how to avoid PMI when buying a home. The post Real Estate ...
After the final day of swimming and tennis at the sports club we're dropping, I took my kids to an open house in San Francisco. My wife was on a mom’s trip to Napa and I wanted to keep introducing my ...
Unless you're listening to this while flying in your own Gulfstream, federal estate taxes probably aren't something you need to worry about. In 2026, they only apply to estates over $15 million, or $3...
Before you confirm any estate plans, look in the mirror — your philosophy on life will inform your legacy, and that will allow a meaningful plan to unfold.
From "tax traps" to "safety deposit box blunders," discover the 10 most common mistakes people make when planning their estate.
Integrated estate and succession plans ensure a much better outcome for business owners keen to secure their legacy. Here's why a dual approach is so powerful.
Careful estate planning is vital if property you own could be contaminated. Here's how to avoid handing your beneficiaries a huge legal and financial burden.
The cost of delaying estate planning is far greater than the time it takes to get the ball rolling. The remedy is easier (and takes less time) than you think.
In the comments on my last post, several readers asked thoughtful questions about family trusts, second marriages, and protecting assets in the event of cognitive decline. A few readers even […] The p...
See the end from the beginning and figure out how you're going to get out of real estate investing before you get into it. The post The 7 Ways to Get Out of a Real Estate Investment appeared first on ...
Take this quick quiz to test your knowledge of the essential legal and financial vocabulary required to protect your assets and your family.