Business owner planning, representing succession planning

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Succession Planning for Entrepreneurs: The Key Steps to Take

For entrepreneurs and real estate investors, estate planning and business succession planning are not just parallel tracks; they are intricately intertwined. A holistic approach to integrating these plans ensures that both personal and business assets are managed strategically, safeguarding your… Read Now >>

Episode 20: The Tax Breaks of the Real Estate Mogul Next Door

April 26, 2019

A recent Bloomberg article highlighted the divorce proceedings of a billionaire real estate developer from New York City. The divorce documents revealed this wealthy real estate investor paid no tax since the 1980’s. It articulated how investing in real estate… Read Now >>


Investing in Real Estate: How to Get All the Benefits with None of the Headaches

April 24, 2019

A lot of investors (and their financial advisors) may be hesitant to get into real estate investment. The reason is because they don’t have full confidence in what they are doing. So much of long-term wealth management is about minimizing… Read Now >>


Episode 19: Life Designed Real Estate Investing

April 18, 2019

Just because you watch Flip or Flop does not mean that flipping homes is the right real estate investing path for you. There are, however, many ways to invest in real estate. You can live-in-flip, landlord, lend, partner, invest, sponsor,… Read Now >>


Building Your Wealth and Retirement Plan Through Real Estate Investment

April 17, 2019

Last week, we talked about why real estate investing is often overlooked by most financial advisors. It’s such an interesting topic, which is why we’ve been focusing so much on real estate this whole month. At Illumination Wealth, we see… Read Now >>


Episode 18: How Much Real Estate Should You Have In Your Portfolio?

April 12, 2019

Traditional financial advice typically disregards real estate investment from the asset allocation conversation. Real estate is often called “complex” or an “alternative” investment. Meanwhile the public markets consisting of Stocks, Mutual Funds and ETFs are conventionally believed to be the… Read Now >>


Why Real Estate is Overlooked by Most Financial Advisors

April 10, 2019

When you mention real estate investment to many financial advisors, you may just get a look of concern or confusion. It’s not that they don’t believe it is another way to build wealth. It’s that they may not fully understand… Read Now >>


Episode 17: The Powerful Tax Benefits of Real Estate Investing

April 4, 2019

Real estate is one of the most popular investment strategies for building wealth, preserving it and creating enduring financial freedom. Investing in real estate opens a treasure trove of tax advantages that the traditional investment strategies sold on Wall Street… Read Now >>


The Major Tax Benefits of Real Estate Investing

April 3, 2019

There’s a reason that so many real estate magnates show up when you look at lists of some of the wealthiest and most influential individuals in the world. We even have one sitting in the Oval Office right now, but… Read Now >>


Episode 16: The Costly Mistakes on your Tax Return

April 1, 2019

Do your eyes gloss over when you look at your tax return? Do you even truly know if your returns are prepared accurately? Are you aware of any last minute tax saving opportunities? We have found that most people answer… Read Now >>


Client Case Study: Coordinated Tax Planning to Unlock a Brighter Future

March 27, 2019

We’ve talked a lot about tax planning this month, and sometimes it helps to see some of these tax strategies in action with real-world results. Though we will not share any names in order to protect the privacy of Illumination Wealth’s… Read Now >>