What Does Comps Mean? Real Estate, Trading & Retail
When a real estate agent says \"the comps support $750K\" or a banker says \"the comps trade at 12x EBITDA,\" they're using the same shorthand for two totally…
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Estate Planning articles
Financial insights and guidance for taking control of your financial future.
Showing 1 to 20 of 38 articles, page 1 of 2, filtered by Estate Planning
What Is an Encroachment? Real Estate Property Line Guide
A homebuyer signs the closing documents on what they think is their dream property, only to find out months later that the previous owner's storage shed…
Warren TeamWhat Is Meant by Goodwill in Accounting? Full Guide
When Microsoft bought LinkedIn in 2016 for $26.2 billion, only about $4 billion of that purchase represented identifiable assets, the remaining $22…
Warren TeamInheritance and Taxes: Federal, State & What Heirs Owe in 2026
In February 2026, a 42-year-old marketing executive in Montclair, New Jersey, let's call her Dana, opened a Fidelity statement showing she had just…
Warren TeamIrrevocable Trust: How It Works, Types, and 2026 Tax Rules
Margaret was 68 when she signed the papers. Her estate planning attorney had walked her through it carefully, a Medicaid Asset Protection Trust, funded…
Warren TeamPayable-on-Death Accounts: How POD Bypasses Probate
A simple Payable-on-Death designation on a bank account can save heirs months of probate proceedings, thousands in legal fees, and the indignity of having…
Warren TeamPer Stirpes Explained: Estate Planning by Family Branch
A grandfather signs his will leaving his $3 million estate \"to my three children, per stirpes.\" Years later, his oldest son dies in a car accident…
Warren TeamQTIP Trust: How It Works, Taxes, and When to Use One
What is a QTIP trust and why do blended families rely on it? Provide for a surviving spouse, protect your kids' inheritance, defer estate tax. Plan smart.
Warren TeamTurnkey Solution: Real Estate, B2B, and IT Explained
A turnkey rental property arrives fully renovated, with tenants already in place and a property manager handling the rent collection, repairs, and tenant…
Warren TeamHabendum Clause: What It Is, How It Works, and Why It Matters in Real Estate and Oil Leases
The habendum clause is one of the most consequential, and most overlooked, provisions in both real estate deeds and oil and gas leases.
Warren TeamDistributable Net Income (DNI): What It Is and How It Works for Trusts
Distributable Net Income (DNI) is a tax concept that determines the maximum amount of income a trust or estate can distribute to its beneficiaries in a…
Warren TeamWhat Is NOI in Real Estate?
A single commercial property generating $180,000 in annual rent can be worth dramatically more, or far less, than an identical building next door, and…
Warren TeamWhat Lis Pendens Means: How a Pending Lawsuit Can Cloud Your Real Estate Title
You've found your dream home, made an offer, and ordered a title search, only to discover a lis pendens notice filed against the property. Now what?
Warren TeamTenancy at Will: Definition, Rights, and How It Differs From a Fixed Lease
A tenancy at will is a rental arrangement with no fixed end date that either party, landlord or tenant, can terminate at any time, with proper notice.
Warren TeamWhat Is a Board of Trustees?
Over $4 trillion in U.S. pension assets sits under the watch of boards of trustees, yet most Americans couldn't name a single trustee overseeing their…
Warren TeamBridge Loans: How Short-Term Financing Works for Real Estate and Business
A bridge loan is exactly what it sounds like, short-term financing that bridges a gap between two longer-term financial positions.
Warren TeamOpCo PropCo: How Businesses Split Operations and Real Estate for Tax and Capital Efficiency
The OpCo-PropCo structure is a corporate architecture in which a business separates its operating activities (OpCo, the operating company) from its real…
Warren TeamWhat Are Trusts? A Complete Guide to How Trusts Work in Estate Planning
A trust is one of the most versatile legal structures in personal finance, used for everything from reducing estate taxes to protecting assets from…
Warren TeamJTWROS Explained: What Joint Tenancy With Right of Survivorship Means for Your Assets
When a spouse dies without a will, joint tenancy with right of survivorship, JTWROS, can mean the difference between a smooth asset transfer and a…
Warren TeamREOCs: What Real Estate Operating Companies Are and How They Differ From REITs
REOCs, Real Estate Operating Companies, are publicly traded companies that invest in real estate but don't qualify as or choose not to elect Real Estate…
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