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Financial Planning for Owners
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Real Estate IRA
How to Own real Estate In Your IRA
You can put real estate in your IRA and get the same kind of tax deferral you get with other investments. Its a little more complicated but it can defer taxes and much more.
Financial Planning for Owners
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Real Estate IRA
Real Estate in an IRA
Here is a concise straight forward article on real estate in IRAs that is an encouraging and easy read.
Financial Planning for Owners
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Real Estate IRA
Real Estate and Prohibited Transactions
Following is an interesting article on the difficulties and risks involved with Real Estate IRA's as real property investment vehicles.
Financial Planning for Owners
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1031 Exchange
1031 Exchange FAQ
Here is a simple FAQ to help you understand more about the 1031 tax deferred swap and whether its right for you.
Financial Planning for Owners
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Wills Trusts and Probate
Probate: How to Avoid it
Probate is costly and time wasting. You can avoid having assets probated by simply considering title. Here are some simple effective ways to avoid the probate hassle.
Financial Planning for Owners
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Wills Trusts and Probate
An Introduction to Trusts
Trusts are estate-planning tools that can supplement a will, implement your wishes, provide professional management and save taxes or avoid probate. Learn more here
Financial Planning for Owners
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Wills Trusts and Probate
Valuing the Property and Estate Taxes
The IRS provides for special valuations of certain types of property that can save you estate taxes. If you are involved in an estate that has property defined as a business or a farm you should know more about the Special Use provision
Financial Planning for Owners
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Wills Trusts and Probate
Probate Process and the Will
Understanding the probate process with and without a will can save you time and money. The process can be costly and time consuming or it can move quickly through the probate process with good financial planning.
Financial Planning for Owners
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Wills Trusts and Probate
An Estate Planning Primer
An estate plan can be designed by clients and their professional advisers or,
it can be imposed upon survivors by the state if there is no valid, up-to-date will.
Financial Planning for Owners
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Wills Trusts and Probate
Things to Consider When Using a Family Limited Partnership
Family Limited Partnerships are a complex way to pass assets to heirs in a tax favored way. Learn more about these before you talk to your adviser.
Financial Planning for Owners
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Wills Trusts and Probate
Private Annuity Trust, Charitable Remainder Trust or 1031-TIC
How do you decide if one is right for you? There are several things you
should think about when trying to choose between these three options
Financial Planning for Owners
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Wills Trusts and Probate
An Introduction to Wills - Estate Planning for Property Owners
A will is an important part of the financial planning and estate planning. Its no longer only for the wealthy, everyone needs to consider how they want to distribute assets.
Financial Planning for Owners
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Wills Trusts and Probate
Probate Planning - Real Estate in Probate
Probate: Your last wishes determine how you want
your assets to be handled at your death. if
you have assets or real estate to pass and no financial planning in place then consider title to help you avoid probate.
Financial Planning for Owners
:
Real Estate IRA
The Real Estate IRA - Some Strategies
Would you like to
put real estate in your IRA? Here are lots of tips and tricks
on how to benefit and what you must avoid. A practical
read on some strategies you can use.
Financial Planning for Owners
:
Real Estate IRA
Real Estate IRA: What Is It
Did you know that you could put property in
your IRA or 401K? The IRS has rules and
guidelines but they do accept it. Read on to see if you could use this
technique and defer taxed on property for an entire working career.
Financial Planning for Owners
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1031 Exchange
Like-Kind Exchanges - Some Tips
1031 Exchanges can save a
ton of money and taxes for a long time.
With a good estate planner or tax attorney this is a powerful tool.
Here are some tips on 1031 exchanges. Read this and then talk to your
tax advisor.
Financial Planning for Owners
:
1031 Exchange
The 1031 Exchange...What is it?
The 1031 exchange is a tax advantaged way to "swap" real estate. Its a
complicated tax deferral tool, but there are professionals to
guide you through this and the savings can be worth it. Read this
article to see the real deal is...
Financial Planning for Owners
:
1031 Exchange
1031 Exchange Glossary
The 1031 Exchange
Glossary is a must if you want to follow what the professionals are
saying to you.
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