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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...
John asks if taking larger IRA withdrawals beyond his RMD to fund his daughter's Roth IRA makes sense as a strategy to reduce future RMDs, lower estate taxes, and pass on tax-free assets. Although thi...
Fear of facing the fact that we all die may be the reason why people hire an attorney to do their estate plan documents but then fail to sign them. It can create a mess....
The entrepreneur, real estate investor and motivational speaker tells us why people should never stop working....
Focus on creating a clear estate plan, communicating your wishes early to avoid family conflict, leaving an ethical will with your values and wisdom and preparing them practically and emotionally....
We covered the Netflix stock slump, estate taxes and Dave Ramsey's words of wisdom this week, but why? Test yourself on the latest financial and business news....
John asks if taking larger IRA withdrawals beyond his RMD to fund his daughter’s Roth IRA makes sense as a strategy to reduce future RMDs, lower estate taxes, and pass on tax-free assets. Althou...
Your will is the backbone of a strong, adaptable estate plan that ensures what you leave behind goes to your selected beneficiaries. Without a will, state laws determine who gets your assets....
A spendthrift clause in an estate plan can protect an inheritance from a financially irresponsible child's debts and poor decisions....
Getting married changes a couple's life in more ways than one, so it's a good idea to discuss financial and legal issues like pre-/postnuptial agreements, estate plans and life insurance....
An irrevocable trust to save estate tax won’t with a $15 million exemption. Trust assets won’t receive a step up in basis. Should the trust be terminated?...
As investors continue to seek diversification and stability, trust deeds have become an increasingly popular option. These real estate-backed investments ... Read more...
While some provisions might help, others could push you into a higher tax bracket and raise your costs. Be strategic about Roth conversions, charitable donations, estate tax plans and health care expe...
Tax-deferred retirement accounts can reduce taxes, protect assets, plan your estate, and boost returns. Ignore them at your peril. The post Tax-Deferred Retirement Accounts: A Gift from the Government...
As speculation grows that the Federal Reserve will soon start lowering interest rates, now is a good time to review your financial plans for housing, estate, taxes, investing and retirement to make th...
Private equity, real estate and expanded annuities are now options, but they are more complex, less flexible and more expensive to own....
Survey shows that while the average American has nearly $200,000 in digital asset value, nearly half of respondents say they don't think about digital estate planning....
The One Big Beautiful Bill Act removes uncertainty over tax brackets and estate tax. Families should take time to review estate plans to take full advantage....
Tuesday, August 12 - Monday, August 18, 2025 Most Commented score comments title & link 85 169 comments Retirees without children or family heirs -- how are you planning your estate? Top Comments ...
Inflation is unpredictable—and it doesn’t care what the experts think. Join us as we explore why traditional forecasting fails, how real assets like real estate and commodities can act as ...
These are all the best ways to make money with passive income. It includes everything from getting dividends to real estate investing. The post The Passive Income Spectrum and the Greatest Hits of Pas...
Private placement life insurance (PPLI) offers almost unbelievable investment flexibility, estate planning and tax advantages. And it's completely legit....
What lessons can we learn from the divorced prominent plastic surgeon, who had to get rid of all their riches in an estate sale? The post Don’t Build Your House Upon the Sand appeared first on T...
The One Big Beautiful Bill Act's increase of the state and local tax (SALT) deduction cap creates an opportunity to use multiple non-grantor trusts to maximize deductions and enhance estate planning....
Here's how wealthy retirees can plan for the changes in the new tax legislation, including what it means for tax rates, the SALT cap, charitable giving, estate taxes and other deductions and credits....
I’ve been in real estate long enough to see what happens when homeowners ignore routine maintenance. A loose pipe, a foggy window, a slow leak, none of it feels urgent until it wrecks your budge...
Estate planning attorney notes how emojis are crossing over from casual conversation to litigation. What was once dismissed as 'just an emoji' is now carefully scrutinized....
In light of social and political uncertainties, it's crucial that LGBTQ+ individuals review their estate plans, manage cash flow and savings and plan ahead if they want to expand their family....
Being an executor of an estate isn't easy, so you should do what you can to help them out. It can be as easy as making a list and being smart about your email accounts....
Real estate investing professional explains the tax advantages and efficiencies of investing in car wash real estate....
Real estate prices, insurance, taxes and fees can add up when you’re considering a move....
I'm bullish on real estate. Yet I recently sold another rental property. This type of incongruence between thought and action can feel unsettling and even counterproductive to wealth creation. But it ...
With almost 21 million empty nest homes across the country, a real estate opportunity could be in the works....
Congress has just proposed a $15 million permanent exemption for gift, estate and GST taxation. What does that mean to your planning now?...
Steve Chen and Sam Dogen explore the power of compounding, the value of real estate in wealth-building, risk tolerance, and money mindset. The post Podcast 94: Millionaire Milestones – Building ...
An estate planning attorney notes that an oil executive’s billion-dollar divorce could have turned out very differently if the couple had had a premarital agreement and the executive had used as...
People who don't 'need' their Social Security may consider using their benefits to manage estate taxes and long-term care expenses....
Family loans are a common transaction that if not handled properly could create IRS issues for gift, estate or income tax, and issues with creditors or ex-spouses....
A serious medical diagnosis calls for updates of your financial, health care and estate plans as well as open conversations with those who'll fulfill your wishes....