One of the most frequent conversations we as advisors have with clients is around the importance of getting estate documents in order. A common response is something along the lines of “Yes, I know I…
Read More
What’s In A Will?
Serving as a foundational part of most estate plans, a last will and testament (a.k.a. will) is a legal document that declares, among other things, a person’s wishes as to how their property is to…
Read More
Understanding Powers of Attorney
Arguably the second most important role to assign when drafting your estate documents after naming your personal representative (executor) is granting power of attorney (POA). Naming another person as agent (or attorney-in-fact) grants that person…
Read More
Best Retirement Plan for Real Estate Agents
The Complete Guide to Realtor Retirement Plans – 2024 edition As a real estate agent, your role as a small business owner comes with a plethora of tools and flexibility to help you get the…
Read More
What You Need to Know About 2024 RMDs
Over the past few years, a handful of changes have been made to the IRS-mandated required minimum distribution (RMD) rules. For those uninformed, they run the risk of being out of compliance with the IRS….
Read More