Estate planning is one of the most overlooked parts of real estate investing, but without it, your portfolio and family can be left exposed. This week on the Tax Smart REI Podcast, we sit down with attorney, broker, and investor Diana Khan to talk about how real estate investors should approach estate planning.
You'll learn:
- Why every investor needs at least a will and power of attorney (even at 18)
- The difference between wills and trusts, explained with Diana’s “backpack” analogy
- How to decide between revocable and irrevocable trusts
- Practical ways to structure LLCs and holding companies for asset protection
- When (if ever) offshore trusts make sense
- How life insurance ties into your estate plan
Whether you own one rental or a hundred, this episode will show you how to protect your assets, minimize risk, and create a plan that works for your family and your future.
Connect with Diana: https://www.dklawmd.com/
Connect with Eckard Enterprises: https://eckardenterprises.com/taxsmartrei/
To become a client, request a consultation from Hall CPA, PLLC at go.therealestatecpa.com/3KSEev6
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