Create a Legacy: 1031 Exchange
Imagine living life on your terms, free to focus on family, friends and your passions. Few among us don’t desire to live this way. Passive income streams can help lead you to this reality. There are many ways to begin forming them.
How Will I Know When It’s Time to Move?
As we age, we’re faced with the dilemma of where and how we will live during the next phase of our lives. One of the most frequently asked questions is, “How do I know when it’s time to move?” Here are some questions that may help you to self-discover when it’s right for you…
Five Proactive Conversations
Dad passed away many years ago. Mom is 79 and very active. She golfs, plays mahjong, exercises and, of course, plays with her grandkids. Although we’re grateful Mom is healthy, we’re also concerned because she now lives all alone in the large house we grew up in.
Avoid Family Disputes About Real Estate
Sadly, some families fight over real estate after their parents have passed away. Although a trust protects against probate, there are other issues that may arise. Problems can develop between siblings due to unanticipated decisions that must be made, causing differences of opinion.