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Ep 81: High Risk, High Reward Shortcuts For Real Estate (do NOT try this at home!)

Author
Nick Rosenbauer
Published
Thu 18 May 2023
Episode Link
https://completeestateplanning.podbean.com/e/ep-81-high-risk-high-reward-shortcuts-for-real-estate-do-not-try-this-at-home/

While there is NEVER a substitute for a complete, well-thought-out estate plan, shortcuts and alternative ways to transfer your assets DO exist. Many types of assets allow beneficiary designations, transfer-on-death or pay-on-death designations, succession plans for businesses, etc. One of the most popular questions that clients often ask is about what to do with real estate. Because real estate is usually one of the most valuable assets that families will ever own, choosing the appropriate way to transfer real estate upon passing is very high risk, high reward.


 


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