When most people hear the words estate planning or legacy plan, they think about wills, probate court, and taxes. But here’s the truth: creating a legacy that lasts generations isn’t complicated—or reserved for the ultra-wealthy. The foundation is actually pretty...
When most people hear the words estate planning or legacy plan, they think about wills, probate court, and taxes. But here’s the truth: creating a legacy that lasts generations isn’t complicated—or reserved for the ultra-wealthy. The foundation is actually pretty...
If you invest in real estate or own a business, where you live (and where you hold property) can make a massive difference in how much of your wealth actually transfers to your family members. Some states add their own...
If you own rental property, you’ve probably asked yourself: Should I set up an LLC for my real estate? It’s one of the first big questions new landlords face—and for good reason. Owning real estate in your name might seem...
Cash Deals in LLCs and Trusts Now Under Major FinCen Scrutiny If you own property in an LLC, a living trust, or any other type of trust, or if you’re buying real estate with cash, this update is for you. ...
Why Would Someone Want to Disappear From Public Records? Most people don’t realize how much of their assets are searchable. With just a few clicks, anyone can determine where you live, what property you own, or what business entity is...
If you’ve been day trading for a while, you already know the market can be wild. One day you’re riding a win streak, the next you’re wondering if you should’ve pulled the plug sooner. But here’s something even trickier than...
Want to know exactly how real estate investors keep their names off public property records—and why it matters for your safety, privacy, and bottom line?In this post, you’ll see strategies that successful investors use to protect themselves from lawsuits, identity...
Starting a business can be incredibly rewarding…or incredibly risky if you set it up incorrectly. Most new entrepreneurs are so eager to get going that they overlook the legal foundation. They skip steps, trust generic templates online, or worse—do everything...
Some of the wealthiest real estate investors quietly own dozens of properties—but you’d never know it by looking at public records. That’s because their names don’t show up anywhere. Why? They use land trusts. What is a land trust? It’s...
If you own real estate, operate a business, or simply care about what happens to your assets after you’re gone, you’ve probably heard people say: “Just get a will.” But a will alone won’t protect your legacy. In my experience...
If you're a real estate investor, the sweeping tax relief from 2025’s Big Beautiful Tax Bill revives key provisions from the 2017 Tax Cuts and Jobs Act, introducing powerful new benefits for property owners, small business operators, and high earners....
The 2025 tax overhaul—dubbed “Trump’s Big Beautiful Tax Bill”—includes major changes for small business owners and investors. Passed by the Senate and House of Representatives and signed into law by the White House, this federal government-backed tax reform fulfills a...
