You may own a home and/or other investment real estate. For most people, your home is your single largest investment. You may want to protect that real estate investment and also want to protect you and your family’s health. If …
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Joint Ownership Fraught With Peril
Many people, including most married couples, use joint ownership of their assets as their own self-made mini estate plan. Sometimes joint ownership works to transfer assets upon death. Quite often joint ownership does not work because a joint owner gets …
DiVersify With Real Estate
You have your CDs, stocks, bonds and mutual funds. You now want to diversify more. Real estate is one good way to diversify your investment portfolio. There are some real deals out there in the current bargain market. Just like …
Real Estate in Your IRA
You have found the perfect investment property, the price is low and the seller wants to unload it. However, you don’t have the cash to purchase real estate except in your IRA. If you just take the funds out of …
Sharing is Caring
They’re your assets and your estate plan and you want to keep it private. Why would you want to share your plan with your family? If your family is like most families, your children will at some point start believing …
Trust Your Trust v1 Single Column
The use of Trusts as an estate planning tool has become more prevalent over the last few years. There are however, still some misconceptions about the use of trusts. Many still believe that trusts should only be used if taxpayers …
Dresser Drawer Deeds
“I don’t have to worry about probate because I have a quit claim deed.” You have probably heard this statement from family or friends or have said it yourself. You may attempt to do your own mini estate plan by …
Buying a Home
You may be looking to buy a new home. A common mistake many people make after finding a home they like, is to sign a purchase agreement, also called an offer to purchase, and then bring the signed agreement to …
Buying a Home
You may be looking to buy a new home. A common mistake many people make after finding a home they like, is to sign a purchase agreement, also called an offer to purchase, and then bring the signed agreement to …
Joint Ownership Fraught With Peril
Many people, including most married couples, use joint ownership of their assets as their own self-made mini estate plan. Sometimes joint ownership works to transfer assets upon death. Quite often joint ownership does not work because a joint owner gets …