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Estate Planning: Streamlining the Transition
Amid the biggest wealth transfer in modern history, less than half (46%) of U.S. adults have a will, according to recent Gallup research....
Basepoint Wealth
Jun 11, 20254 min read


Real Estate Investing: What is a 1031 Exchange into a DST?
A 1031 exchange, also known as a like-kind exchange, is a powerful tax-deferment strategy popular with experienced real estate investors....
Basepoint Wealth
Apr 2, 20245 min read


Is Your Home Part of Your Retirement Plan?
Your residence can hold significant value in your retirement portfolio, and carefully considering your preferences and available choices...
Basepoint Wealth
Feb 26, 20245 min read


Should a Trust Be Part of Your Estate Plan?
A trust allows you to be very specific about how, when, and to whom your assets are distributed. Several different types of trusts can be...
Basepoint Wealth
Oct 24, 20225 min read
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