Real Estate Swaps and Tax Mitigation

Real Estate Swaps and Tax Mitigation

Trading Spaces: Using Real Estate Swaps as a Tax Mitigation Technique I often deal with real estate investors, looking to get out from under some of their properties or begin their exit planning, working toward retirement.  Inevitably during the discussion, the...
What if Nobody Wants your Stuff?

What if Nobody Wants your Stuff?

The number of “family treasures” a person can collect over several decades can be overwhelming.  Outside of items you purchased, you also likely held onto gifts from weddings, birthdays, and milestone anniversaries.  These have been saved with good...
New Baby? Time to Create Your Estate Plan

New Baby? Time to Create Your Estate Plan

Creating an estate plan is often pushed back on nearly everyone’s to-do list. The reasons you might be delaying vary from lack of time, not thinking you have enough assets, not knowing how to start, or fear of contemplating death. Whatever the reason, now is the time...

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