Tony Johnson
Finally got my Will done
I have been putting off my will for years now. As you all know we can go any day. It is so important to have a will prepared. I have been putting it behind me for so long because i have been trying to avoid paying 100...
Morgan Russell
Can someone recommend a service other than Royal legal solutions?
I had a calm today with Royal Legal solutions as I own three businesses in California and need to move them to a trust and start shielding myself and succession plan as well. They seem very expensive and I’m not sure ...
Amit M.
Holding title in CA question
Hi. I’m wondering if it’s possible for a married couple to do this: 1- for spouse A to hold title to an investment property (in CA) as “sole and separate”. 2- for that property to *automatically* be transferred/inheri...
Tina C.
Financial planner referral for retiring parents
My parents will be retiring within the next 2 years and looking to relocate from Maryland to Los Angeles. They currently own their home free and clear but we are unsure as to the best way to leverage the HELOC they cu...
Joey Budka
Care to share direct mail marketing templates?
Anyone care to share direct mail templates? I'm targeting multifamily, retail and office property owners; however, we also intend to incorporate single family lists into our marketing campaign at some point.Also, if a...
Steve Shaffer
CARES Act 401K to Self Directed IRA Hack
Hello all! I am a multifamily investor in Fargo, ND and was looking at some of the CARES act provisions regarding the 401k withdrawal (not loan). I was reviewing the docs from my custodian and that led me to the act...
Steve Burke
Living trust, will, power of attorney?
I have two rental properties, one in Minnesota and one Alabama. I am currently living in Arkansas and about to close on a house which will be my primary residence. I want to make arrangements so my sister can take ca...
Jerry Poon
How to place a property in trust?
I have a SFH that I would like to place into a trust. How would I go about that? Do I have to reach out to a lawyer or something? Or what kind of professional would handle that?
Any recommendations on who to reach ou...
Fetch Phoenix
1 Property, 3 doors - should we set up a Real Estate LLC?
Hello folks, I'm new to the forums and thank you in advance for your thoughts. My spouse and I purchased a home in Nov 2023 (that we will move into in about 1.5 years), that has an additional 2 bedroom apartment and 1...
Nikki O.
Protecting Your Personal Assets in community property state
Dear fellow investors,My post comes in part 1 and part 2; the efficacy of the LLC protection, the other to address the setting up an irrevocable trust in a community property state.1. Questioning the level of protecti...