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…

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…

Yieldstreet customer Justin Klish, who said he faces $400,000 in losses from investing on the platform.Courtesy: Justin KlishWhen Justin Klish stumbled upon an ad for Yieldstreet…

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.•…

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…

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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,…