Considerations When Selling Real Estate – Selling A Second Home or Rental Property | Ep #69
Selling a second home or rental property might feel like cashing in on a good investment, but it’s also a significant financial event with serious tax implications. Whether it’s a cozy cabin in the mountains, a beachside rental, or an investment duplex, letting go of real estate can trigger capital gains, depreciation recapture, and potential state-level taxes.
Considerations When Selling Real Estate – Selling Your Primary Residence | Ep #68
When it comes time to sell your primary residence, it’s not just about setting the right price or finding a buyer. It’s about protecting your wealth, maximizing tax benefits, and ensuring your financial decisions are aligned with your long-term goals. In this episode of Protecting and Preserving Wealth, the Hosler Wealth Management team unpacks everything you need to know before putting your home on the market.
The Two Generation Tax-Free Legacy Plan™ – Estate Planning, Part 6 of 6 | Ep #67
If you look ahead 10 years, do you believe tax rates in the United States will go down, stay the same, or go up?
It’s not a rhetorical question — it’s the foundation of smart legacy planning.
Charitable Giving and Charitable Legacies: Estate & Legacy Planning, Part 5 of 6 | Ep #66
In the world of wealth management, estate planning is more than just dividing up assets — it’s about preserving your legacy and ensuring your beneficiaries receive the full benefit of what you’ve built.
Leaving Your Assets Tax Advantaged and Tax Free: Estate & Legacy Planning, Part 4 of 6 | Ep #65
In the world of wealth management, estate planning is more than just dividing up assets — it’s about preserving your legacy and ensuring your beneficiaries receive the full benefit of what you’ve built.
Titling Your Assets Correctly – Estate & Legacy Planning, Part 3 of 6 | Ep #64
Estate planning involves more than just creating a will or setting up a trust. One of the most overlooked but critical aspects of estate planning is proper asset titling.
Beneficiary Designations (cont.) – Estate & Legacy Planning, Part 2 of 6 | Ep #63
Did you know that beneficiary forms override wills and trusts for many financial accounts? In this episode of Protecting and Preserving Wealth, we dive into why updating your beneficiary designations is essential for estate planning success.
Beneficiary Designations – Estate and Legacy Planning – Part 2 of 6 | Ep #62
In the second installment of our estate and legacy planning series, we highlight the critical role of beneficiary designations in securing and managing wealth.
Estate Planning Documents – Estate & Legacy Planning Part 1 of 6 | Ep #61
In this episode, we’re kicking off our six-part series on estate and legacy planning. We dive into the critical steps of preparing for the Great Wealth Transfer—an estimated $84 trillion passing to the next generation by 2045.
IRA Changes with SECURE Act 2.0 | Ep #57
Bruce and Alex Koury dive into the changes introduced by the SECURE Act 2.0, which has made significant modifications to IRA and trust regulations.