Why Combining Real Estate Expertise With Financial Planning Is A Winning Combination
Although my articles usually focus on business leadership and entrepreneurship, my experience in corporate America prior to joining the Navy SEAL teams and the master’s degree following my service are all in real estate finance, investment and development. As an entrepreneur and business owner, I also find it prudent to also stay apprised of the […]
Experience Matters: Estate Planning and Real Estate
Why is it important for you as an attorney, estate planner, trust administrator, or SNT trustee to have a go-to real estate professional assisting you with your client’s real estate needs? Because having the right real estate professionals representing your firm matters when it comes to helping you build or maintain your client’s legacies through […]
Real Estate and Your Estate Plan: How Does It Work?
It’s a subject most people don’t like to talk, read, or even think about. But it’s a necessity to be dealt with: What happens to your home when you die? When you pass away or become incapacitated, managing your final wishes can be devastatingly emotional and messy for your loved ones. So it’s important to sit down and […]
ESTATE PLANNING FOR REAL ESTATE
Almost all estate planning clients own real estate in one form or another – a residence, a vacation home, or a rental properties. Real estate presents unique challenges in estate planning because debt is often associated with the property and because it may be difficult (or not desirable) to sell the property. Primary Residence The […]