Estate Planning

Draft Your Real Estate Investor Dream Team

2019-03-05T23:44:13-07:00May 8th, 2015|1031 Exchange, Business Planning, Estate Planning, Financing, Investing, Legal Procedures, Lender and Bank Practices, Refinancing, Self-Directed IRA, Small Business, Uncategorized|

By J.P. Dahdah, Vantage Self-Directed Retirement Plans Being a “self-directed” investor doesn’t mean you have to go through your financial journey alone. In fact, very few high-net worth individuals would tell you that they reached their level financial success by themselves. Making sound financial moves consistently requires a high level of financial literacy and it’s [...]

Raw Land Investing with a Self-Directed IRA

2019-03-05T23:44:13-07:00April 8th, 2014|Estate Planning, Investing, Land, Self-Directed IRA, Uncategorized|

Raw Land Investing with a Self-Directed IRA:  A Practical Overview by J.P. Dahdah, Chief Executive Officer Vantage Self Directed Retirement Plans First, let's get over the initial confusion that you may have regarding the title of this article.  Yes, you can buy any type of real estate asset with a Self-Directed Individual Retirement Account (SDIRA) [...]

Transferring of Title Insurance

2019-03-05T23:44:15-07:00December 16th, 2012|Estate Planning, Investing, Legal Procedures, LLC, Strategy, Title, Title Insurance, Title Transfer|

Bank owned and short sale transactions have restrictions against selling to an entity instead of an individual, so there are concerns to be aware of when investing.  When you take title in your individual name, there are some additional liabilities to consider.  The most important is making sure you have the proper home owner’s insurance [...]


2019-03-05T23:44:16-07:00September 20th, 2012|Estate Planning, Investing, LLC|

Many investors know about the asset protection that they can obtain by setting up LLCs in which to hold their investment properties.  There are differing positions on whether each property should have its own LLC or whether an investor should have one LLC which holds all of the person’s properties.  I believe that the answer [...]

Estate Tax – Obama and Republicans Reach Compromise on Estate Tax and Other Tax Issues

2010-12-09T10:30:23-07:00December 9th, 2010|Asset Protection, Estate Planning|

By Kent Phelps, Attorney, Durfee & Phelps PLLC The estate tax issue may be closer to resolution today than any time in the last 9 years –at least for the next 24 months.  Earlier today, President Obama held a news conference confirming he has reached a compromise with Republicans on multiple tax issues, including the [...]

Estate Tax Update – Reid’s Online Gambling, Sanders’ Filibuster Threaten Estate Tax Deal

2019-03-05T23:44:29-07:00December 8th, 2010|Asset Protection, Estate Planning|

By Kent Phelps, Attorney, Durfee & Phelps, PLLC Our play-by-play updates on the estate tax drama created by the deal between President Obama and Republicans continue. In a nutshell:  the deal could lose Republican support if Harry Reid’s online gambling amendment is added;  the deal could be killed by Senator Sanders’ threat of filibuster. Some [...]