Real Estate Investment Test

The Real Estate Investment Test is an objective assessment to determine if your investments need attention from a professional.

3 Reasons to Use a Nominee Trust

This article outlines the 3 main advantages to use a nominee trust including owner anonymity, an effective gifting tool, and title simplification.

Like-Kind Exchanges

This article shares how to defer capital gains with a like-kind exchange using sale proceeds to purchase a similar investment.

Coming to Agreement on a Shared Home

This article outlines what should be included in a well-written Heirloom Agreement.