The Retirement Nerds
The Retirement Nerds
Erik Soderborg
Protect ANY Form of Real Estate You May Own with Jim Burch
28 minutes Posted Jan 29, 2025 at 10:44 pm.
Owning Real Estate
Joint Tenants vs Tenants in Common
Property in Multiple States
LLC Ownership and Trusts
Moving to a Different State
What if Your Name Changes?
Adding Someone on Title
Step up in Basis
Successor Trustee Responsibilities
Payable on Death (POD or TOD)
In-Laws
Where to Get Help
0:00
28:20
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Show notes
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:
[email protected]
EasyLegalPlanning.com
Check out our resources at https://TheRetirementNerds.com/
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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.