Exit Strategies for Real Estate Investors, Part 3

June 20, 2025
Karl was a man with the golden touch. Throughout his life, it seemed every investment idea that he touched turned to gold. Karl’s passion was real estate and he was very successful in his investments.

Karl continued to buy and sell real estate at the age of 85. His latest venture...

Exit Strategies for Real Estate Investors, Part 2

June 13, 2025
Karl was a man with the golden touch. Throughout his life, it seemed every investment idea that he touched turned to gold. Karl’s passion was real estate and he was very successful in his investments.

Karl continued to buy and sell real estate at the age of 85. His latest venture...

Exit Strategies for Real Estate Investors, Part 1

June 6, 2025
Karl was a man with the golden touch. Throughout his life, it seemed every investment idea that he touched turned to gold. Karl’s passion was real estate and he was very successful in his investments.

Karl continued to buy and sell real estate at the age of 85. His latest venture...

Dying to Deduct, Part 3

May 30, 2025
Abigail was a wonderful and spirited 80-year-old woman. She worked in her garden, handled all her finances and played golf each weekend. In addition to her busy schedule, she also made time to help at a local shelter. She believed that whenever you can lend assistance to your fellow neighbor...

Dying to Deduct, Part 2

May 23, 2025
Abigail was a wonderful and spirited 80-year-old woman. She worked in her garden, handled all her finances and played golf each weekend. In addition to her busy schedule, she also made time to help at a local shelter. She believed that whenever you can lend assistance to your fellow neighbor...

Dying to Deduct, Part 1

May 16, 2025
Abigail was a wonderful and spirited 80-year-old woman. She worked in her garden, handled all her finances and played golf each weekend. In addition to her busy schedule, she also made time to help at a local shelter. She believed that whenever you can lend assistance to your fellow neighbor...

LoBank Shareholders Vote to Sell

May 9, 2025
Barbara Banker started with nothing. She lived in a mid-sized town and worked in the local hardware store. The store owner noticed her industrious efforts and strong work ethic. When he decided to retire, he suggested Barbara take over the hardware store and pay him from store profits over a...

LoBank Directors Vote to Sell

May 2, 2025
Barbara Banker started with nothing. She lived in a mid-sized town and worked in the local hardware store. The store owner noticed her industrious efforts and strong work ethic. When he decided to retire, he suggested Barbara take over the hardware store and pay him from store profits over a...

Barbara Banker's LoBank Letter of Intent

April 25, 2025
Barbara Banker started with nothing. She lived in a mid-sized town and worked in the local hardware store.  The store owner noticed her industrious efforts and strong work ethic. When he decided to retire, he suggested Barbara take over the hardware store and pay him from store profits over a...

Barbara Banker's Youth Center

April 18, 2025
Barbara Banker started with nothing. She lived in a midsized town and worked in the local hardware store. The store owner noticed her industrious efforts and strong work ethic. When he decided to retire, he suggested that Barbara take over the hardware store and pay him from store profits over...

IRA Gift To Unitrust, Part 12

April 11, 2025
Quentin was the firstborn child in a large family. Throughout his childhood, Quentin’s parents worked hard to put food on the table for their children. They also instilled in Quentin the value of hard work and saving money. Quentin took those lessons to heart, putting forth his best effort in...

IRA to Gift Annuity, Part 11

April 4, 2025
Quentin was the firstborn child in a large family. Throughout his childhood, Quentin’s parents worked hard to put food on the table for their children. They also instilled in Quentin the value of hard work and saving money. Quentin took those lessons to heart, putting forth his best effort in...

Gifts from IRAs, Part 10

March 28, 2025
Quentin was the firstborn child in a large family. Throughout his childhood, Quentin’s parents worked hard to put food on the table for their children. They also instilled in Quentin the value of hard work and saving money. Quentin took those lessons to heart, putting forth his best effort in...

Gifts from IRAs, Part 9

March 21, 2025
Quentin was the firstborn child in a large family. Throughout his childhood, Quentin’s parents worked hard to put food on the table for their children. They also instilled in Quentin the value of hard work and saving money. Quentin took those lessons to heart, putting forth his best effort in...

Gifts from IRAs, Part 8

March 14, 2025
Quentin was the firstborn child in a large family. Throughout his childhood, Quentin’s parents worked hard to put food on the table for their children. They also instilled in Quentin the value of hard work and saving money. Quentin took those lessons to heart, putting forth his best effort in...

Gifts from IRAs, Part 7

March 7, 2025
Quentin was the firstborn child in a large family. Throughout his childhood, Quentin’s parents worked hard to put food on the table for their children. They also instilled in Quentin the value of hard work and saving money. Quentin took those lessons to heart, putting forth his best effort in...

Gifts from IRAs, Part 6

February 28, 2025
Quentin was the firstborn child in a large family. Throughout his childhood, Quentin’s parents worked hard to put food on the table for their children. They also instilled in Quentin the value of hard work and saving money. Quentin took those lessons to heart, putting forth his best effort in...

Gifts from IRAs, Part 5

February 21, 2025
Quentin was the firstborn child in a large family. Throughout his childhood, Quentin’s parents worked hard to put food on the table for their children. They also instilled in Quentin the value of hard work and saving money. Quentin took those lessons to heart, putting forth his best effort in...

Gifts from IRAs, Part 4

February 14, 2025
Quentin was the firstborn child in a large family. Throughout his childhood, Quentin’s parents worked hard to put food on the table for their children. They also instilled in Quentin the value of hard work and saving money. Quentin took those lessons to heart, putting forth his best effort in...

Gifts from IRAs, Part 3

February 7, 2025

Quentin was the firstborn child in a large family. Throughout his childhood, Quentin’s parents worked hard to put food on the table for their children. They also instilled in Quentin the value of hard work and saving money. Quentin took those lessons to heart, putting forth his best effort in...