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A proactive approach like this one can help ensure your wishes are respected, you and your loved ones are protected and your values are carried forward.
Estate planning software can help advisers forge deeper client relationships and leverage the power of AI to provide insights. Here are four options to consider.
Good family meetings bring clarity to estate plans and strengthen bonds. Poor ones turn into ugly battles. This simple tool will help you avoid the drama.
All of us have three main options to profit from AI: 1) Invest in the right AI companies. 2) Work for the right AI companies. 3) Invest in real estate that will benefit from the AI boom. Investing in ...
Including your wishes in your will or in a pet trust can ensure proper care when you can’t provide it.
I wanted to create a scale for how a lazy person could invest in real estate and be satisfied with the result. Here's what I found. The post I Want to Invest in Real Estate, But I Also Want to Be Tota...
Our 14%+ portfolio returns certainly went a long way toward the 24% increase in net worth we enjoyed in 2025. Here's how it happened. The post How Our Portfolio Performed in 2025 (Including Real Estat...
Roughly 40% of my net worth is in real estate, my favorite asset class to build long term wealth for the average person. Real estate was my primary reason for being able to generate enough passive inv...
Three major tax strategies will align in 2026, creating unique opportunities for real estate investors to significantly grow their wealth. Here's how it works.
If you've acquired assets over time, even just a home and some savings, you have an estate. That means you need a plan for that estate for your beneficiaries.
You need to share details with your family (including passwords and document locations) and stay focused on keeping your plan up to date.
For an estate plan to be complete and successful, vital information must be provided to the people who will implement it.
When it comes to money - especially real estate investing - it’s important to use your head, not your heart. The post My Keys to Real Estate Investing… and Where I’m Buying Next appeared first on Weal...
As the year ends, it’s the perfect time to take stock of your estate and care documents. Life changes, laws evolve, and priorities shift, making it essential to ensure your plans are still in line wit...
When someone dies, families expect to feel grief. What they rarely expect is the number of decisions, forms, accounts, and urgent conversations with banks and institutions that suddenly land in their ...
Sentimental items might have little monetary value, but their disposition can cause hurt feelings. Talking about who wants what and labeling items can help....
When illness or death occurs within an unmarried same-sex partnership, family members can step in and push the surviving partner out. An estate plan is vital....
David asks for a general idea of what estate planning services typically cost, following up on the six-part podcast series. Although this show does not provide specific tax, legal, or financial advice...
Congratulations on getting your estate plan in order. Now, you need to communicate the relevant details to ensure your plan is effectively carried out....
Recently, an executive order has set the stage for 401 (k) providers to potentially start offering investments like private equity, private real estate, digital assets (think bitcoin), commodities, an...
Today we answer a question from Peter about what happens when a parent dies with a fully planned estate that avoids probate — and how the Small Estate Affidavit process works in practice. We dis...
In the final installment of our 3-part estate planning series, we dive into one of the most overlooked—but critically important—aspects of planning: protecting your heirs' inheritance. It'...
In this episode, we shine the light on common estate planning mistakes that can derail even the best intentions. We discuss the risks of failing to update beneficiary designations and why relying sole...
In this episode, we cover key tax considerations around wealth transfer. We cover the differences between federal estate tax and state inheritance tax, and explain why the stepped-up basis is such a p...
In this episode, we explore how to pass on your assets smoothly and efficiently—without dragging your loved ones through probate court. You'll learn why probate can be costly and time-consuming,...
In the first part of our series on estate planning, we laid the groundwork for why incapacity planning matters and what documents you need to get started. But there's more to it than just having your ...
Today kicks off a brand-new series on estate planning. Estate planning is one of those things everyone knows they should do—but far too many people put it off, sometimes until it's too late. And...
Cryptocurrency has changed the financial landscape, and that includes estate planning. Unlike traditional assets, crypto presents unique challenges—there's no customer service line to recover lo...
Winning the lottery may be rare, but estate tax mistakes aren't. In this episode, we use the recent $1.8 billion Powerball jackpot to highlight how generational wealth can be eroded by estate taxes an...
From procrastination to AI, these five estate planning pitfalls could mean your heirs are left with bureaucratic hassles — or a reduced inheritance....
many people don’t know is that the Social Security Administration doesn’t recognize traditional powers of attorney. An additional step must be taken to complete the plan....
Everyone should have a will. But should the will or a trust control most of the assets in an estate?...
The IRS just increased the exemption as we enter into a promising tax year for estates and inheritances....
Until this year, we had never owned an actual residential investment property. Here's how we went about finding the (hopefully) perfect spot. The post How We Became Actual Real Estate Investors appear...
When you browse real estate investments, polished marketing can make almost everything look attractive. Glossy photos, confident language, and optimistic ... Read more...
Winning the lottery may be rare, but estate tax mistakes aren’t. In this episode, we use the recent $1.8 billion Powerball jackpot to highlight how generational wealth can be eroded by estate ta...
Physicians exploring ways to diversify their investments may consider alternatives beyond stocks, bonds, and mutual funds. Commercial real estate offers ... Read more...
Since 2022, commercial real estate (CRE) investors have been slogging through a rough downturn. Mortgage rates spiked as inflation ripped higher, cap rates expanded, and asset values fell across the b...
Americans consider their digital assets as very valuable but few are caring for these assets in their digital estate planning....
Lately, I’ve been thinking more about estate planning. Part of it is just getting older. Part of it is having young children I want to protect no matter what. And part of it is watching the unse...
Choosing a beneficiary for your 401(k), insurance policy or similar assets is crucial for estate planning. Here is how to do it, and six pitfalls to avoid....
If you have access to TIAA’s real estate account and you're thinking about investing in QREARX, here's what you should be thinking about. The post Should You Invest in the TIAA Real Estate Accou...
In this week's Ask the Editor Q&A, we answer questions from readers on estate and gift taxes....
Recently, an executive order has set the stage for 401 (k) providers to potentially start offering investments like private equity, private real estate, digital assets (think bitcoin), commodities, an...
Hey everyone! I haven’t written about our real estate crowdfunding investment in a while. There have been some developments. We had some good news and some bad news. Apartments and ... Read more...
In troubled times like these, wealthy clients may seek financial refuge outside of the U.S. But that could cause more tax and estate problems than it solves....
One of the biggest mistakes property owners make is not realizing they're eligible for tax deferral through a Section 1031 like-kind exchange....
The portability of the estate tax exemption from one spouse to another has traps and pitfalls that many people don't know....
I would think that how you plan your retirement spending patterns and how much of an estate to leave would change if there is no desire to leave something behind for family members. So what does that ...
When did you last review your will? Before kids? Before a big move? An update is essential, but regular reviews are even better. Here's why....