Latest / Tax Smart Real Estate Investors Podcast
Why a Will Isn't Enough: The Estate Planning Mistakes Investors Keep Making
Why aren't we putting more emphasis on estate planning? In this episode, Nate Sosa and Thomas Castelli break down the essential estate planning strategies every real estate investor should understand. They cover why a simple will often isn't enough, how living trusts help avoid probate, the importance of powers of attorney and healthcare directives, and how estate planning intersects with tax planning. They also discuss estate tax exemptions, the step-up in basis, gifting strategies, and when more advanced trusts may become necessary as your portfolio grows. Request a free discovery meeting…
The skinny
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