When Discussing Your Estate Plan: What To Do With Your Remains
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…
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Estate Planning: Understanding The How, Why & The Basics
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…
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Estate Planning: The Benefits of the Structure
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,…
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Estate Planning: The FAQs
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…
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Future Retirement Health Care Costs Expected To Fluctuate
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…
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5 Times in Life to Really Revise Your Estate Planning
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….
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Getting Remarried? It’s Time to Update Your Personal Estate Plan
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…
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What George Bush’s Recent Death Reminds Us About Estate Planning
George H.W. Bush passed away on November 30, 2018 at the age of 94, making him the longest living President in United States History. His death came a mere eight months after the passing of…
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Three Quick Estate Planning Tips to Avoid Later Problems
Approximately half of Americans fail to make an estate plan, which can…
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Charitable Gift Options Using a Self-Directed 401(k)
Charitable contributions are a popular strategy among the wealthy for lowering tax…
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Blog Estate Planning Retirement Planning Self Directed IRA Business Trust Self-Directed 401k Solo 401k
Beneficiary Mistakes — Self-Directed 401(k) or IRA
Designating a proper beneficiary is essential for retirement account holders to guarantee…
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A Land Trust Vs. a Living Trust
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…
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Blog Educational Resources Estate Planning Land Trust Property Transfer Self-Directed 401k Solo 401k
Trustee Vs. Executor: Who Do You Need For Estate Planning?
Unless you are the villain in a spy thriller, there’s unlikely to be any intrigue surrounding the reading of your will. Sure, this is a great cinematic device, but a “surprise” announcement regarding your trustee…
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Buy Your Retirement Home in Advance With Your Self-Directed IRA
You probably have your eye on a beautiful retirement home. If not, you may want to think about it. In my experience a retirement that you are in charge of makes for a better retirement…
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4 Pet Law Facts Animal Owners Should Know
I once owned a pit bull named Jackson. He went down a bad path. He was a product of public obedience school. I was too busy with my legal career to notice that Jackson was…
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Finding a Trustee For Your Estate Plan
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…
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DIY Estate Plans: Three Of The Mistakes To Avoid
Normally when you think “Do It Yourself” you might imagine painting your…
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Disinheriting Your Heirs: Your Legal Options
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…
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How to Get Out of Annuities
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…
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Rollover IRA’s Explained
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…
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Should You Convert Your IRA or 401k to Roth?
Are you thinking about converting your IRA or 401k to a Roth?…
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How To Flip Houses & Avoid UBTI/UBIT
First of all, I’d like to commend all you house flippers out…
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What Kick Ass Entrepreneurs & Self Employed People Should Know: Solo 401k Benefits
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…
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A Series Of Landmark Prohibited Transaction Cases, Part Three: The Kellermans
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…
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Blog Estate Planning Retirement Planning Self Directed IRA Business Trust Self-Directed 401k Solo 401k
Are You Eligible For a Solo 401k?
Chances are if you’re reading this you’ve probably heard of a Solo 401k before, or as our friends at the IRS call it, a “one participant 401k.” Before you waste 5 minutes of your life…
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