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Updated over 3 years ago on . Most recent reply
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Estate planning and asset protection
Hello
I am 32 years old, and I currently have over seven figures in the stock market and own over twenty-five rentals worth around $4,000,000 and $500,000 in equity. I will be meeting with an estate lawyer this week. Any tips? J just want to protect my assets and guarantee a legacy for my family.
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@Adam Steinberger
Be sure you understand how a revocable living trust works and operates, probate protections, etc. creating a trust is one thing. Funding it is where most taxpayers overlook. You need to make sure assets are titled correctly.