EQUITY HARVESTING
By Mark Willis, CFP® / CERTIFIED FINANCIAL PLANNER™ For those who love to flip properties, how might you use the strategy of harvesting equity? Simple: take the profits from your first flip and use that profit to fund your policy. This will also work without...
CASH PURCHASE STRATEGY
By Mark Willis, CFP® / CERTIFIED FINANCIAL PLANNER™ First, let’s outline the easiest way to use this policy: a cash purchase. It’s best to think in terms of four straightforward steps: Use the equity in your policy to purchase real estate. The policy...Mark Willis
By Jessica Lanning, JD, CFP® The “step-up in basis” rule confounds so many investors and wealth-building families, typically around taxes, how to manage assets, and the financial aspects of estate planning. Let’s start with the basics and cover why it trips...
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