Financial Planning

Income Targeting vs. Total Return in Passive Property Vehicles

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In the world of real estate investment, particularly when dealing with passive property vehicles such as Real Estate Investment Trusts (REITs) and Delaware Statutory Trusts (DSTs), investors must often choose between two distinct ...

Dec 6, 2025

What Happens to An Irrevocable Trust When The Grantor Dies?

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Estate planning is crucial for preserving wealth and ensuring a smooth transition of assets. An irrevocable trust is often used as part of an estate planning strategy.

Apr 23, 2025

Setting Up a Financial Power of Attorney

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If you own investment real estate, securing a financial power of attorney (POA) may be an important tool for protecting and managing your assets. A POA may authorize a designated individual to oversee real estate and other assets if ...

Apr 21, 2025

Wealth Management: What it Is, What it Costs, When to Use

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Real estate, stocks, bonds, and other assets can grow wealth for current needs. These assets can also pass that wealth to future generations. However, making the right decisions to reach and maintain financial goals can be difficult ...

Mar 17, 2025

Marriages, Trusts and Property Investments

Birds eye view of neighborhood.

One way to protect your real estate assets is to place them into a trust. Depending on your chosen arrangement, that trust can provide possible tax advantages, protect assets from creditors, and allow your heirs to avoid probate when you die.

Mar 11, 2025

How To Get Money Out of a Trust Fund

Here’s a hypothetical situation.

Aug 19, 2024

What is the Average Return on a 70/30 Portfolio?

Crafting an investment portfolio depends on your goals and risk appetite. For many investors, choosing a simple percentage split is a sensible guideline to maintain a balance between potential return and stability. Of course, everyone would prefer to have all the upside with no risk, but each of us must personally decide where we are comfortable.

Apr 15, 2024

How Does Fee-Based Financial Planning Work?

Financial planners and investment advisors can help put you closer to your financial goals by creating a comprehensive financial plan that includes managing your money, providing investment advice, tax, retirement and estate planning, and many other services.

Feb 19, 2024

What Are The Steps in the Financial Planning Process?

Steps in the Financial Planning Process

Ensuring a secure financial future doesn’t occur by happenstance. It takes cautious planning, usually by an experienced financial planner, and rigorous adherence to predetermined financial goals.

Feb 3, 2024

What Is A Realty Trust?

Image of the word Trustee on a sheet of paper with glasses right above it.

Many different trusts are available that can hold (and transfer) personal and real property.

Jan 24, 2024

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Hypothetical example(s) are for illustrative purposes only and are not intended to represent the past or future performance of any specific investment.

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