Real estate is often a family’s largest asset. Align titles, entities, and beneficiary designations so property transfers are efficient and reflect your wishes.
Integrating Estate Planning with Real Estate: Trusts, LLCs, and Beneficiary Deeds Read More »
From depreciation to 1031 exchanges, here are practical ways investors can improve after-tax returns and keep more of what properties earn.
Tax-Smart Strategies for Property Investors (2025 Edition) Read More »
Real estate can stabilize a portfolio—but how much is the right amount? Here’s a simple framework to think about property alongside equities, fixed income, and cash.
Real Estate as an Asset Class: How Much Should You Own? Read More »
