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Can an Executor Override a Beneficiary?
If you are planning your estate as part of a wealth management strategy, you may want to help protect your assets by appointing an executor for your estate. Executors are legally bound to carry out your final wishes, including the distribution of assets to your beneficiaries.
What Is Fractional Ownership and How Does it Work?
There are many ways to invest in real estate. For example, your first purchase might be the home you live in, and after that, a typical initial foray into investing is a residence to rent out to someone else. If you want to own the entirety of a property yourself, a fractional investment may not be the path to achieve that goal. However, for some investors, fractional investments can help them move toward their desired objectives.
What Is a Contingent Beneficiary and Do I Need One?
It is important to consider various wealth management strategies when accumulating your wealth. Financial planning for the future helps ensure your wealth makes its way to the people and organizations you prefer after you pass on.
Do Beneficiaries Pay Taxes on Estate Distributions?
Most people who quote Benjamin Franklin's famous words about the only sure things in the world being death and taxes are unaware that he was making a point about the prospective resilience of our then-newly established Constitution. Nonetheless, the Constitution held up, as have taxes, even those following death.
Real Estate as an Asset Class - Insights from the Realized Team
Realized was recently featured on the Retirement Repair Shop podcast with Mary Beth Franklin. During the episode, we shared our insights on using real estate as an asset class while planning for retirement. Many retirees don’t consider real estate when planning for the future, but it can be a way to diversify your portfolio.
What Is an Estate Planning Attorney, and What Do They Do?
According to the American Bar Association, estate planning is a process covering the transfer of property at the time of death and other personal matters that may or may not include tax planning. The essential core of estate planning is often a will. A will is a legal document that explains and enforces how a person’s assets are to be allocated after their death and is thus a crucial piece of estate planning. The ABA notes that estate planning involves the advice and counsel of more than an attorney; it may also include your accountant, tax advisor, financial planner, banker, and broker.
How Can I Invest in Infrastructure Stocks and Bonds?
Investors shouldn’t overlook the opportunity to diversify their portfolios through infrastructure stocks and bonds. Infrastructure investments offer earning potential since the world is constantly developing. Recent proposed infrastructure legislation in the U.S. has further cemented the potential of infrastructure investments for the near future.
How Can I Find Good Tenants for My Rental Property?
Rental properties can be good investment opportunities, but they’re not without risk. A bad tenant could damage your property, causing you to lose money on your investment.
Annuities: What You Need to Know
There are several avenues investors can take when pursuing long-term opportunities that can provide steady income over time.
What Is Real Estate Private Equity?
Many people think of investing as buying stock, bonds, exchange-traded funds (ETFs), or mutual funds — but alternative investment opportunities are another option that can be added to your investment portfolio. Real estate private equity is one option worth considering for accredited investors or institutions.
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