Leland Gross, CFP®, EA’s Post

Are you ready to maximize your Self-Directed IRA while investing in real estate? Check out our must-read blog on managing Real Estate IRA expenses and income! https://lnkd.in/eiYKFJ-m #RealEstateInvestments #RealEstate #SelfDirectedIRA #MadisonTrust

Estate planning: Understanding its many benefits - Moneyweb https://ow.ly/eilG50SstEO

🏡💰 Estate planning is a term that simply means ensuring your loved ones are financially secure long after you're gone. It's not just about money and it doesn’t need to be complex; it's about safeguarding your family's future. In this Quiet Wealth article, I lay out seven crucial aspects of estate planning. Here are the topics I cover: 1️⃣ Evaluate your financial standing, the foundation for retirement and protecting your family's future. 2️⃣ Define who inherits your assets, and avoid potential legal challenges with a well-structured plan. 3️⃣ Learn how to minimize taxation on your assets for the benefit of your loved ones. 4️⃣ Explore options to expedite the distribution of assets and reduce fees. 5️⃣ Simplify the executor's responsibilities for a smoother process. 6️⃣ Ensure seamless decision-making during incapacity. 7️⃣ Equip the next generation with financial literacy. Read the article in its entirety below! Your commitment to sound financial decisions brings peace of mind and a secure future. It's never too early to start building a lasting financial legacy for your family. 💼✨ #EstatePlanning #FinancialSuccess #LegacyPlanning #FinanicalPlanning

Should you invest in real estate in an IRA? Generally, no. And I'll explain why. While it might seem like an idea initially, when you dig deeper, there are many blind spots to watch out for. My recent blog post covers 8 reasons why real estate in an IRA isn't a good idea. https://lnkd.in/gP2J8WW6

Do you have a plan for what will happen to your assets when you pass away? Without a specific estate plan and legacy plan, you won’t know what is going to happen to your money after you are gone. https://lnkd.in/geicdSWE

Do you have a plan for what will happen to your assets when you pass away? Without a specific estate plan and legacy plan, you won’t know what is going to happen to your money after you are gone. https://lnkd.in/e8y-pA9M

Do you have a plan for what will happen to your assets when you pass away? Without a specific estate plan and legacy plan, you won’t know what is going to happen to your money after you are gone. https://lnkd.in/gvvg3k3X

Do you have a plan for what will happen to your assets when you pass away? Without a specific estate plan and legacy plan, you won’t know what is going to happen to your money after you are gone. https://lnkd.in/e5S_ZGFB

Estate planning is an important part of individual financial planning. Given the correct amount of attention and effort, estate planning can help individuals prepare for retirement, protect their assets, and even receive tax mitigation opportunities. Neglecting to plan diligently can lead to a number of complications and issues for individuals later on. For example, not updating beneficiary information can have big implications on your estate planning wishes. Failing to do this can lead to assets being given to the wrong people. For this and other reasons, estate planning is an important tool for individuals to protect their assets and wishes. #EstatePlanning #AssetPlanning #FinancialPlanning

Do you have a plan for what will happen to your assets when you pass away? Without a specific estate plan and legacy plan, you won’t know what is going to happen to your money after you are gone. https://lnkd.in/gjGZ-wsw