Rowing and Estate Planning Similarities

Hidden Taxes

In this podcast we address two overlooked or hidden taxes for investors.  Recapture Taxes on investment rental properties and Phantom Income on taxable investment portfolios are painful and learn more of what you need to know.

How to Exit a Rental Property Without Getting Killed on Taxes

Stick with me. I have eight smart strategies that can help you legally minimize, defer, or even eliminate those taxes depending on your goals.

Rowing and Estate Planning Similarities

The preparation for a crew race and personal legal preparation for estate planning, though fundamentally different activities, share several similarities in terms of strategy, organization, and execution. In this podcast I share some key parallels.

Splitting Heirs- Estate Planning Insights by Ron Blue

Splitting Heirs is considered a classic read in estate planning. Key themes: wealth transfer, family communication, tax considerations and philanthropy. This podcast I will focus on family communication and the role it plays and some practical examples.

SBLOC

What Is a Securities Backed Line of Credit? Specialized loan on your investments such as stocks, bonds and mutual funds. No 1099 to access funds, puts you in greater control and usually with more favorable rates as well.