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Everything Estate Planning

Jun 30, 2025

#392 | Can You Sell a House in Asset Protection & Not Lose the Protection? 

💡 It’s a question we’ve been hearing a lot lately—and for good reason. If your home is already in an irrevocable trust, understanding the next steps is crucial for maintaining your asset protection plan.

  • What happens if you want to...


Jun 20, 2025

#391 | DIY Trust Dangers & Disasters 
 
𝗖𝗮𝗻 𝗬𝗼𝘂 𝗥𝗲𝗮𝗹𝗹𝘆 𝗗𝗜𝗬 𝗮 𝗧𝗿𝘂𝘀𝘁?
 
Bought the kit… but never used it?
Or perhaps you filled it out and had it notarized, thinking that's all it takes?
 
🚫Not so fast.
 
We're bringing back one of our most popular...


Jun 19, 2025

#390 | Multiple Property Owners: Serious Risks Part 2 of 2 - Family & Finances    

You've strategically built your real estate portfolio with great care. However, if your estate planning doesn't reflect the same meticulous attention, your family could face:

⚠️ Costly court delays
⚠️ Power struggles between...


Jun 17, 2025

#389 | Blended Family Crisis: Depleted Trusts & Broken Promises   

𝗗𝗮𝗱 𝗠𝗮𝗱𝗲 𝗮 𝗣𝗿𝗼𝗺𝗶𝘀𝗲. 𝗦𝘁𝗲𝗽𝗺𝗼𝗺 𝗜𝗻𝘀𝗶𝘀𝘁𝗲𝗱 𝗼𝗻 𝗦𝗲𝗹𝗹𝗶𝗻𝗴. 𝗪𝗵𝗮𝘁 𝗡𝗼𝘄?

Navigating blended families and verbal promises...


Jun 17, 2025

#388 | Multiple Property Owners: Serious Risks Part 1 of 2 - Legal    

If you've worked hard to build a real estate portfolio, don't leave its future up to chance. 🏠💼

Owning multiple properties comes with significant legal risks that many families tend to overlook—especially without the safeguard of a trust....