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Updated over 3 years ago on . Most recent reply

User Stats

27
Posts
4
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Adam Steinberger
  • Real Estate Investor
  • Tacoma, WA
4
Votes |
27
Posts

Estate planning and asset protection

Adam Steinberger
  • Real Estate Investor
  • Tacoma, WA
Posted

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. 

Most Popular Reply

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1,407
Posts
754
Votes
Lance Lvovsky
Pro Member
  • Accountant
  • Fort Lauderdale, FL
754
Votes |
1,407
Posts
Lance Lvovsky
Pro Member
  • Accountant
  • Fort Lauderdale, FL
Replied

@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.

  • Lance Lvovsky
  • Loading replies...