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Protect ANY Form of Real Estate You May Own with Jim Burch
There are many ways to title your real estate properties, but who or what entity owns that property can have significant consequences when we start talking about probate, taxes, and freedom to sell properties upon death. For most, their home is their single biggest financial asset.
Jim Burch masterfully explains the different ways to structure real estate to ensure your assets are passed on effectively and at the lowest cost.
If you would like help with your estate plan, here is Jim's information:
EasyLegalPlanning.com
Check out our resources at https://TheRetirementNerds.com/
=============================
Send me a message!
=============================
=============================
Be Sure to Subscribe to our Channel!
=============================
YouTube: @theretirementnerds
============================================================
Join our newsletter for monthly tips, book recommendations, and personal stories!
https://theretirementnerds.com/newsletter/
============================================================
⏰ TIME CODES ⏰
0:00 Owning Real Estate
0:37 Joint Tenants vs Tenants in Common
5:29 Property in Multiple States
7:25 LLC Ownership and Trusts
9:39 Moving to a Different State
10:51 What if Your Name Changes?
13:08 Adding Someone on Title
15:08 Step up in Basis
16:26 Successor Trustee Responsibilities
19:41 Payable on Death (POD or TOD)
24:47 In-Laws
26:24 Where to Get Help
=============================
#estateplanning #willsandtrusts #theretirementnerds #retirementnerds #finance
Federal Disclaimer:
We do not offer every plan available in your area. Any information we provide is limited to those plans we do offer in your area. Please contact Medicare.gov or 1-800-MEDICARE to get information on all your options.
View all episodes
By Erik Soderborg
5
33 ratings
There are many ways to title your real estate properties, but who or what entity owns that property can have significant consequences when we start talking about probate, taxes, and freedom to sell properties upon death. For most, their home is their single biggest financial asset.
Jim Burch masterfully explains the different ways to structure real estate to ensure your assets are passed on effectively and at the lowest cost.
If you would like help with your estate plan, here is Jim's information:
EasyLegalPlanning.com
Check out our resources at https://TheRetirementNerds.com/
=============================
Send me a message!
=============================
=============================
Be Sure to Subscribe to our Channel!
=============================
YouTube: @theretirementnerds
============================================================
Join our newsletter for monthly tips, book recommendations, and personal stories!
https://theretirementnerds.com/newsletter/
============================================================
⏰ TIME CODES ⏰
0:00 Owning Real Estate
0:37 Joint Tenants vs Tenants in Common
5:29 Property in Multiple States
7:25 LLC Ownership and Trusts
9:39 Moving to a Different State
10:51 What if Your Name Changes?
13:08 Adding Someone on Title
15:08 Step up in Basis
16:26 Successor Trustee Responsibilities
19:41 Payable on Death (POD or TOD)
24:47 In-Laws
26:24 Where to Get Help
=============================
#estateplanning #willsandtrusts #theretirementnerds #retirementnerds #finance
Federal Disclaimer:
We do not offer every plan available in your area. Any information we provide is limited to those plans we do offer in your area. Please contact Medicare.gov or 1-800-MEDICARE to get information on all your options.
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