What happens to your rental real estate when you pass away? The answer depends on how you own it. Investment properties can move through probate, pass to a surviving co-owner, go to a named beneficiary, or remain in a trust....
Should You Put Your Investment Property in a Will or a Trust? While a will is commonly thought of as a fundamental estate planning document, it often proves inadequate—especially for real estate investors. Wills do not shield assets, avoid probate,...
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...
Choosing a tax status for your limited liability company (LLC) isn’t just paperwork—it’s one of the most important decisions you’ll make as a real estate investor. Pick the wrong classification and you could be stuck paying unnecessary taxes, filing extra...
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...
If you’re investing through a limited liability company (LLC) and haven’t looked closely at your operating agreement—or worse, you downloaded a simple operating agreement for your LLC online—you could be setting yourself up for serious trouble. I’ve been helping real...
President Donald Trump’s Big Beautiful Tax Bill is a landmark tax reform package signed into law by the Senate and House of Representatives to deliver sweeping tax relief for millions of Americans. This White House initiative locks in permanent tax...
If you're a real estate investor, landlord, or just dipping your toes into rental property ownership, you’ve probably heard that forming an LLC is one of the smartest ways to protect your personal assets. But how exactly do you do...
If you own rental property and you’re not using these strategies, you’re likely leaving tens of thousands of dollars on the table—or worse, setting yourself up for a future tax bomb. Let’s look at some of the most common tax...
Land trusts are one of the most misunderstood tools in real estate investing. On the surface, they seem simple—just transfer the deed, name a trustee, and you’re done, right? Not quite. I’ve seen thousands of investors try to set up...
What happens to your rental real estate when you pass away? The answer depends on how you own it. Investment properties can move through probate, pass to a surviving co-owner, go to a named beneficiary, or remain in a trust....
One of the most common questions I get from real estate investors is: “How many rental properties should I put into one LLC?” For maximum protection, I recommend placing one rental property per limited liability company (LLC). This is the...
