Posts in September, 2014

Sep 29 Can you tell me about using Life Insurance and Annuities as a Will Substitute?

In some states, such as Florida, it is desirable to pass assets outside of the Probate court. There are many tools that you can ...

Sep 22 How unsafe is it for spouses to own their investments (savings, CDs, stocks, bonds, mutual funds, etc) in their individual names?

Obviously, it's the most dangerous way to title these important assets. Yet many people who own considerable investments do title ...

Sep 15 How can I reduce my personal exposure from managing the properties in my LLCs?

Property owners are smart to consider this point. While they have no personal liability for the contracts and debts of the LLC; ...

Sep 08 What strategies can be used to reduce the equity in investment real estate?

There are endless strategies. For example, you may try to depress the value of your property so it has less equity susceptible to ...

Sep 01 If I equity-strip or lien my properties; how do I shield the loan proceeds?

Protecting the cash proceeds from borrowing against your properties is far easier than structuring the mortgages. You wouldn't ...