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Showing 21 to 38 of 38 articles, page 2 of 2, filtered by Estate Planning
When two direct competitors decide to become one company, the result is a horizontal merger, one of the most powerful and most scrutinized deal types in business.
Net Operating Income (NOI) is the annual income generated by a real estate investment property after subtracting all operating expenses, but before…
The grantor of a trust is the person who creates it, but that simple definition conceals a complex web of legal rights, tax obligations, and estate…
Tenancy in common (TIC) is a form of concurrent property ownership in which two or more people each hold an undivided fractional interest in the same…
The Depository Trust Company (DTC) is the central securities depository for the United States, the invisible infrastructure that makes stock and bond…
A modified gross lease is a commercial real estate lease structure in which the tenant pays a base rent plus a negotiated portion of operating expenses…
A subordination clause is a provision in a mortgage, deed of trust, or loan agreement that establishes the priority of one lender's claim relative to…
Loan-to-cost (LTC) is a real estate finance ratio that compares the amount of a construction or renovation loan to the total cost of the project, land…
Proration is the process of dividing a financial obligation, such as property taxes, rent, insurance premiums, or HOA fees, proportionally between a…
Most people set up a trust without fully understanding that the person who creates it, the trust settlor, can retain dramatically different levels of…
Grantor meaning explained across trust law, real estate deeds, and options trading, the grantor's role, tax rules, and key differences from a grantee.
Tenancy in common (TIC) is a form of co-ownership in which two or more people hold an undivided interest in a property, each owner has the right to use…
When a hotel sells for $50 million, how much of that price is for the building and land, and how much is for the 300 beds, 600 chairs, restaurant…
A finance trustee is a person or institution that holds and manages financial assets on behalf of another party (the beneficiary) under the terms of a…
A Broker's Price Opinion (BPO) is an estimate of a property's value prepared by a licensed real estate broker or agent, a less formal and less expensive…
A $1.2 million apartment building can look like a fantastic investment until you realize the seller never subtracted $38,000 in annual vacancy losses and…
More than $68 trillion in wealth will transfer between American generations by 2042, yet only one in three adults has any estate plan in place to guide…
Nearly half of American adults have no estate plan at all, and even those who do write a will often assume it automatically protects their loved ones…
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