Browsing: estate

After spending years as a wildcard on banks’ balance sheets, commercial real estate loans are again getting boring.Banks with concentrations in CRE have had to tiptoe…

When Justin Klish stumbled upon an ad for Yieldstreet in February 2022, he said, it was the company’s tagline that stuck in his head.”Invest like the…

Recent columns presented estate planning for single individuals (widow/widower, divorced, or never married) and estate planning for legally married couples. This column presents estate planning for…

Most married couples would likely agree that estate planning is not the most romantic subject for them to discuss. But estate planning is one of the…

The following are some current (2025) statistics on how many Americans have an estate plan: • 45 percent of U.S. adults have created estate planning documents.•…

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Up until recently, investing in large residential and commercial real estate was off-limits to you, me and the 99%. Now, more and more companies are offering…

Dear Penny, My mother passed away five years ago. My brother and I were to each have 50% of her estate. I am the oldest. Her…

Commercial real estate is a big investment. That’s why locking in the best rate for your loan matters. Even a small difference in interest rates can…

For real estate investors looking to scale their portfolios, navigating traditional mortgage qualifications can be a significant roadblock. Standard underwriting methods often require extensive income documentation,…