Trying to figure out the optimal strategy that will provide liability protection, proper estate transfer at death, and other strategies that can benefit their tax situation.I have my ideas, but want to consult with someone who has estate and tax planning experience in CA.

Wood windows with this problem can often be fixed with a $5 part that keeps them open when raised into the open position.

You can meet local investors by registering to attend real estate events in your area: https://www.biggerpockets.com/forums/521-events-and-happenings6.

However, this model can be beneficial for folks wanting real estate exposure in a more passive manner.Thoughts?

It will definitely be helpful.There are plenty of stuff that other major platform needs improvement on so if you can tackle those, it would be a game changer.

Let me know how I can help you get started

I’m eager to connect with seasoned investors to explore how I can assist in identifying and securing great investment opportunities for them.While I’m committed to providing value to my clients and partners, I’m also here to learn from those with more experience.

Assuming your corp received a title policy when it acquired the property, you could go back to the attorney or title agent that handled that closing and ask them 1. can they prepare the deed; 2. can they issue an endorsement to the policy changing the name of the insured to you as the Grantee.

this property is relatively newer (2003) and I wonder what can be known about the two items you mention?

You can use BiggerPockets' loan calculators to run the numbers.