239 Real Estate Roundtable

Advanced Estate & Wealth Strategies with Justin Baker - EP 41


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Kevin interviews Justin Baker from Baker Wealth Strategies about protecting wealth through estate planning, trust structures, and tax strategies. Discover practical insights into how real estate investors can safeguard assets, plan for succession, and avoid costly mistakes in estate management. Essential listening for high-net-worth investors seeking tailored solutions.

🎧 Hosted by: Kevin

πŸŽ™ Guest: Justin Baker – General Counsel, Baker Wealth Strategies

Justin Baker is the General Counsel at Baker Wealth Strategies, a Houston-based wealth management firm serving clients nationwide. With over a decade of experience, Justin specializes in advanced estate, tax, and business planning for high-net-worth individuals and business owners. He is known for his ability to simplify complex legal issues, offering clear and actionable strategies. Prior to his career in wealth management, Justin served as an infantry officer in the U.S. Army and continues to serve as a Colonel in the Army Reserve. His disciplined approach combined with extensive legal expertise enables him to provide comprehensive financial solutions.

πŸ’‘ What You’ll Learn:

βœ”οΈ Importance of comprehensive estate planning

βœ”οΈ Trusts and LLCs for asset protection

βœ”οΈ Strategic use of life insurance

βœ”οΈ Pitfalls to avoid for real estate investors

πŸ“‡ Connect with Justin Baker:

🌐 Website β†’ https://www.bakerwealthstrategies.com/

πŸ“˜ Facebook β†’ https://www.facebook.com/bakerwealthstrategies

πŸŽ™ Follow Kevin Tremmel:

πŸ“˜ Facebook β†’ https://m.facebook.com/kevintremmelrealestate

πŸ“· Instagram β†’ https://www.instagram.com/kevintremmel_realestate/?hl=en

πŸ”— LinkedIn β†’ Β https://www.linkedin.com/in/kevin-tremmel-786078104/
πŸ”– Don’t Forget to LIKE πŸ‘, SUBSCRIBE πŸ”” & COMMENT πŸ’¬ Below!

⭐ Produced by Icons of Real Estate - https://iconsofrealestate.com/

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239 Real Estate RoundtableBy Kevin Tremmel