INHERITING REAL PROPERTY

If you are fortunate enough to have been born during the baby boom generation (between the mid-1940’s and 1964), then you may be among the many families who will inherit real estate in the coming years. Boomers are expected to inherit $136 trillion over the next four decades and much of that wealth will come in the form of real property. Should that time come, will you know what to do with the home or land that becomes a part of your portfolio? There are several professionals you will want to … [Read more...]

Avoiding Probate In The Sale Of A Home

A TALE OF TWO HOME SALES If you are a "baby boomer" (born between the the mid-1940's and approximately 1964) there is a real good chance that you will inherit real estate sometime in the not too distant future. And, like it or not, you very well could be leaving real estate to your own heirs in the decades to come. Boomers are expected to inherit $136 trillion over the next four decades with an average inheritance totaling $177,000. In many cases, that inheritance will involve the transfer of … [Read more...]

Millennials Building Wealth

Last fall, 15 future financially secure millennials (and a few parents) came together to learn about the various ways of starting a wealth building plan. Each of the participants moved through a fun exercise designed to identify values and priorities. The purpose was to help each individual find their "why". Saving money and building wealth means making tough choices. And if you don't have an awfully good reason for doing it, it's tough to stay motivated. So what did participants learn in … [Read more...]

Is Buying Phoenix Rental Properties A Good Investment?

I've always said that the smartest people I know don't know everything. But they know people who have the answers to their questions. One of the things I love about real estate is the constant learning experience. And I'm smart enough to know that I don't have to have every answer to every question; but I better know the people who do. That's how I am helping investors add real estate to their portfolios and build wealth for themselves and their families. My go to real estate investment guru is … [Read more...]