Yay or Nay to IRA?
IRAs (individual retirement accounts) are a popular wealth management and estate planning tool. Both traditional and Roth IRAs do have...
Do I need an inspection?
The answer is usually "Yes." You NEED an inspection, especially if you are purchasing residential real estate. Despite the current...
How to take title
This one is worth repeating. Over and over and over again. Especially now in this market. If you are purchasing...
Planning to Give Back
One pillar of estate planning is charitable giving. There are many ways to include charitable giving as part of your...
Closing Time- On Time
Most of what occurs during a real estate closing is unbeknownst to sellers and buyers. In this market especially, signing...
To Survey or Not to Survey?
The boundary survey is often an overlooked and poorly understood component of the real estate contract process. Unless you are...
What’s in a name?
How do you want to take title? The question everyone hears but most people do not know how to answer...
Disclaiming an IRA
If you inherit an IRA that has a contingent beneficiary, you do have the option to disclaim it. All funds...
Weighing Your Options
Weighing the benefits of stepped-up basis, capital gains, and income versus tax implications for you and your beneficiaries is an...
Fund your Trust
Estate planning can be simple or complex, depending on the objective you are trying to accomplish. There are many ways...