The Realized Team’s Picks
Can a Beneficiary Sue a Trustee?

Trustees have a huge responsibility; they must properly administer and oversee assets in a trust. A trust, in turn, is a fiduciary arrangement in which a trustor, or grantor, gives the trustee the responsibility of managing those assets.
How Can I Cover a Large Amount of Debt in my 1031 Exchange?

As a real estate investor, you most likely prefer to retain any profit gained from the appreciation in your real estate assets rather than paying it in capital gains taxes when you sell a property and reinvest in another. One strategy for deferring the obligation to pay tax on a capital gain is executing a 1031 exchange.
Can a Beneficiary Be Removed from an Irrevocable Trust?

Many estate planners and individuals like trusts. Trusts can avoid probate issues when the trustor, or grantor, passes away. Trusts could also be considered a good tax strategy. And they can help ensure that assets are professionally managed, keeping wealth and value intact across generations, providing benefits to the beneficiaries.
Is Accumulated Depreciation an Asset or a Liability?

If you’ve been paying attention to our blogs, you know that we’ve written a great deal about the concept of depreciation, and for good reason. Deprecation can provide certain tax benefits to help offset taxable income generated from investments.
What Is Assets Under Management (AUM) and How Is it Calculated?

If you’ve been paying attention to our previous blogs and articles, you know that we frequently suggest that you check with your financial planner/professional before pulling the trigger on investments. But how do you know if your potential financial manager, targeted fund, or institution of interest are reputable and safe?
How State Income Tax Rates Are Affecting State Populations

Amid economic concerns post-2020 and into 2022, the layout of the U.S. population is shifting. While the national population growth rate for 2021 was only .1%, the number of Americans moving across state lines has risen.
How Can I Shelter My Income from Taxes?

Mention the term “tax shelter” and what might come to mind are millionaires and billionaires who turn to offshore accounts (or Switzerland) to stash their funds so the U.S. government doesn’t tax them.
Commodities as Alternative Investments: What You Need to Know

Commodities are less well understood by the average investor, but as inflation rates rise, commodities are something investors may consider as an investment that can help bring diversity to a portfolio. Commodities are tangible goods that can be used as they are or used to make other goods. Some common commodities include livestock, precious metals, cotton, oil, gas, lumber, and uranium.
How Can I Give My Beneficiaries Real Estate They Don't Need to Manage?

Estate planning has many considerations as you decide how to divide your assets and distribute them to your intended heirs. If real estate assets are a significant portion of your estate, you may want to consider your options for passing that legacy on to your beneficiaries. If you are an active property manager, you already know how much time and effort the endeavor requires. You also understand that even hard work can't control market volatility, asset performance, interest rates, or tenant behavior.
What Is a Durable Power of Attorney?

Establishing a durable power of attorney can be an important aspect of estate and lifetime planning, especially for aging seniors without immediate family.