Living Trust

Step 01.

Create a living trust and list yourself as the trustee and name your beneficiary.

Step 02.

Fund the trust, put your house in the trust….car, life insurance, retirement accounts and personal property.

Step 03.

Create a holding company for your business. Make sure you assign the interest of your holding company to your living trust and create separate LLC’s for each business.
  • If you are a real estate investor create a holding company for your real estate.
  • Assign interest of the holding company to the living trust and create separate LLC’s for each property.
  • If you are managing the properties yourself, create a separate real estate management company that does not go under the holding company.
  • Make sure that the properties are insured and add an umbrella policy for an extra layer of protection.
  • Business insurance
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