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All Forum Posts by: Earl Morris

Earl Morris has started 1 posts and replied 4 times.

Thanks @Ryan Fox! Very helpful insight. This will help me have the right conversations with my wife and estate planner.

Not sure what either of you (@Jonathan Bock @Chris Seveney) are referring, but I had general questions and I appreciate @Tyler Warrick for addressing them.

As a retired service member and current executive, I've owned many homes, but never more than 2 at a time. Listening to BP podcast they mentioned the importance of protecting your assets and provided insights on Trust. They also continually mention how you can come to these forums for valuable insight.

Assuming I have some nefarious intent by replying with a condescending "WHY", or it's as simple as a fourth down play (while not addressing my question) has made my journey here disappointing.

I'll leverage rich content within this site and stir clear of commenting in the forums. Thanks for the welcoming experience.

Thanks, @Tyler Warrick The real estate attorney is also an estate planner, so that is helpful to know.


@Jonathan Bock because this is a general forum and I was hopeful someone like Tyler would help me with my general, yet direct questions above. If you can and are willing to help, great! If not, that's cool too. 

Purchasing a rental property in the coming months, with a plan to have several by the end of 2025. We have a real estate attorney, 

- Is there a suggested amount of properties to have in one trust? 

- If so, what is the reasoning? 

- Is there a point where you look to a different setup to safeguard the assets? 

We have a real estate attorney, but are new and hope to glean from the experience of this community. Thanks in advance