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Updated over 8 years ago,

User Stats

1,254
Posts
342
Votes
Rich Hupper
  • Broker / Investor
  • Tewksbury, MA
342
Votes |
1,254
Posts

Estate planning and mitigating taxes

Rich Hupper
  • Broker / Investor
  • Tewksbury, MA
Posted

Hello

My mother has over a million in assets and zero debt. I want to help her start planning her estate. I would like to know if she should be consulting an estate planning attorney or a CPA first. I know she wants her properties to be put into a trust and reduce any taxes as much as possible.

Please let me know the best way to proceed and if there are any good referrals here at biggerpockets.

Thank you

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