Tag: Real Estate

November 12 The Biggest Estate Planning Mistake

The most common mistake that can be made when estate planning is the failure to keep your forms and documents up to date.  As simple as it sounds, there are countless instances where people who did not have updated beneficiary forms inevitably ran into complications later in the process. Without proper documentation, the money and […]

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October 22 How A Super Lien Can Affect the Sale of Your Home

If you have never heard of a super lien, do not be surprised.  Many home and property owners do not understand the implication of the “super lien” until it comes time to sell their home or property.  Liens usually occur following a violation filed against real property.  This happens when the city believes there is […]

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October 10 Inheriting A Business? Be Prepared and Start Now

Having a business passed down to you can be an exciting yet scary endeavor, and the situation varies widely depending on how well prepared you are for the transition.  Hopefully, you have spent enough time with the business to understand the plans, key players, and how to best serve your clientele.  Reviewing and updating documentation, […]

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October 08 Real Estate Investment Tips on Tax-Deferred Exchanges (1031 Exchange)

A tax-deferred exchange is a where property owner trades one or more relinquished properties for one or more replacement properties of “like-kind”. The payment of federal income taxes and some state taxes on the transaction is deferred until a later date, instead of a typical transaction where the property owner pays the taxes on any […]

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