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One interesting thing about the asset protection field is how many areas of law overlap. To run an effective practice, asset protection attorneys have to have a thorough understanding of business law, tax law, real…
One of the major decisions you will make as a part of your estate plan is how you want your remains handled. Some approach this as a matter of disposal, others as an opportunity for…
While estate planning isn’t always the easiest topic to discuss, it isn’t necessarily painful. In fact, avoiding it tends to make it into a bigger, more dramatic deal than it needs to be. In all…
Let’s do something folks don’t do much–talk about the fun side of estate planning. While it’s hardly a rip-roaring cocktail party subject, it’s important nonetheless. An improperly planned estate, or worse, no plan at all,…
Estate planning is confusing enough for the average person. But as real estate investors, we have a host of unique concerns on top of the Average Joe/Jane. It’s true that estate planning may be stressful…
One of the reasons we save for retirement is because medical costs invariably go up with age. Saving for your own eventual care, even if you’re healthy as a horse now, is wise. But recent…
When asked by someone without an estate plan when they should plan their estate, we tend to give a variation of the answer, “Right away.” But updating your estate plan is a little more complex….
If you’re recently engaged, let us first say congratulations. Remarrying can be an exciting time in life, full of promise for new love. But it is also one of those major life events that can…
George H.W. Bush passed away on November 30, 2018 at the age…
Approximately half of Americans fail to make an estate plan, which can be a major mistake. Real estate investors have even more to lose without an estate plan. So what are some of the tools…
Charitable contributions are a popular strategy among the wealthy for lowering tax…
Designating a proper beneficiary is essential for retirement account holders to guarantee…
End of life matters are not always easy to think or talk about. However, making plans now, while you are healthy enough to do so, can save your loved ones time, money, and heartache. After…
Unless you are the villain in a spy thriller, there’s unlikely to…
You probably have your eye on a beautiful retirement home. If not,…
Finding a trustee for your estate plan is tricky. If you choose someone who isn’t up to the task, you won’t be around to correct them. On the surface, the job ia simple. You name…
Normally when you think “Do It Yourself” you might imagine painting your house or a trip to the store. But now you can also plan your own estate from the comfort of your own home….
Disinheriting an heir is something most of us hope we never have to do. It’s sad, but it happens. Sometimes you grow estranged from an heir. Other times, the heir may be on a path…
Annuities promise some pretty amazing things including a lifetime of income for you and your partner. They also carry some very sizable fees. There are some benefits, such as no maximums on annual contributions and…
An IRA rollover is a transfer of funds from one retirement account into another, such as a traditional IRA or Roth. You can do this either through a direct transfer or via check. If you…
Are you thinking about converting your IRA or 401k to a Roth? Doing so may or may not be a good idea. If you have a traditional IRA or 401k, your money is currently growing…
First of all, I’d like to commend all you house flippers out there. Flipping houses isn’t easy–not unlike some less honorable professions. But you know what makes it a little easier? Avoiding unnecessary contributions to…
If you’re a kick ass entrepreneur or self employed, this is one article you definitely want to read. But you know, all my articles are awesome in general, so even if you’re not self employed…
This article is part 3 of a series with the goal of educating you, the Self-Directed IRA LLC investor, on how to successfully invest and avoid triggering prohibited transactions. If you’ve read parts 1 and…