Posts Tagged ‘trust’
7 Biggest Mistakes People Make With Their Estate Plan
Part of the focus of our podcast is to help you make wise financial decisions in and around your real estate. Returning to RERL this week is estate planning and tax attorney, Linda MacKay, to divulge the 7 biggest mistakes people can make with their estate plan. First off Joe will ask Linda to explain…
Read MoreRealty Mogul: Crowdfunding For Real Estate
Looking at the market it’s pretty easy to get excited about the idea of investing in real estate. However, one look at the price tag on a single piece of property is enough to diminish your investment property enthusiasm. So is there a more affordable option for investing in real estate? Today Mike chats with…
Read More7 Steps To Avoid Moving Scams
Did you know that AARP has called America ‘a nation on the move?” Recent studies reveal that as many as 47% of Americans consider relocating when they retire. Over 35 million families a year relocate – and interstate move complaints have increased 25% in the last two years. As in a variety of scam types that…
Read MoreTrusts Simplified Part II- The Two Types of Trusts
If you stopped by our blog last week, than you know that we tackled the territory of trusts with the simplest and clearest definition that we’ve presented over the years. Our expert guest & Legal Document Assistant (Independent Paralegal) Philip E. Holsworth distinctly revealed the differences you wanted and needed to know about wills and…
Read MoreTrusts Simplified With Philip E. Holsworth
Over the years that we have worked with seniors and talked about the goals and challenges we all face as we age, we have learned an important thing about legacy planning. Of those whom don’t have a will or trust in place – they tend to lack one not because they don’t WANT one, but…
Read More1031 Exchange Rules and Requirements with Ron Ricard
When we dive deep into an area of real estate related to tax and investments – there is ONE guest we know we can (and must!) turn to: Ron Ricard! As a designated Certified Exchange Specialist® (one of only 130 in the nation!) and Vice President of IPX 1031, Ron is someone we are pleased…
Read MoreParental Transitioning In Real Estate
Each day many Americans are confronted by the unfortunate reality that their parents are getting older, and it may be time to reconsider living situations. After the startling discovery that Laura’s parents do not have home owners insurance (because why would you when you don’t have a lender requiring it) Mike and Laura discuss several…
Read More[PODCAST] Bay Area Market Update and Alternative Financing
There’s one more week till Super Bowl LI and the unofficial kick-off of selling season. Even with the slight bump up from last week, inventory is still drastically low. Joe and Mike cover multifamily inventory stats from around the Bay Area and could whether or not we could see a market where both buyers and…
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