Join Chris Lopez and estate attorney Pam Maass as they give expert advice on passing down your real estate assets to your kids AND if you should even do it at all. From preserving generational wealth to involving children in property management and addressing estate taxes, each aspect of estate planning plays a crucial role in safeguarding your financial future. Chris and Pam share key insights on effective estate planning and navigating tricky questions: Should you leave real estate to your kids? How do you structure a trust for multiple children? And what if they don’t want to manage your properties? Get all the answers to safeguard your legacy!
(03:14) Generational Wealth: Rockefellers vs Vanderbilts
(05:08) Horror Stories of Inheritance Without Planning
(09:20) Educating and Involving Spouses and Children in Real Estate
(10:10) Setting up a trust with your financial values
(13:03) – Selling Properties vs. Passing Them On
(17:53) Big Mistake for Handing Down Properties
(18:19) DSTs and Other Passive Investment Options
(21:07) The Future of Portfolio Management Software in Estate Planning
Links from the podcast:Pam Maass Instagram
Pam Maass Facebook
LawMother Website
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Investing in New Build Townhomes in Denver: the Pros and Cons
From Losing Money to Cashflowing by Restructuring a Loan
Reaching $10K in NOI through 10 Years of Investing
Internal Rate of Return: Calculating Annual Expected Return
Denver Real Estate MLS Market Stats – May 2021
Should I Sell My Rental? An Analysis of 4 Rental Properties and Two Types of 1031 Exchanges
Transitioning from First to Second House Hack
Stocks vs Real Estate and 2 House Hack Deal Analyses
Should I Airbnb my property? Looking at the same property with four different lenses
Drinks and Deep Dives: Comparing 15% vs 20% vs 25% downpayment Options – Which is best?
#281: Drinks and Deep Dives with Chris Lopez - April Market Update, Colorado Springs 8 Unit Multi Family and Office Space Deal Analyses
House Hack Mastermind #7 – The “Nitty-Gritty” of House Hacking and Nomading
Deal Analysis – It’s All About Your Mindset: House Hack in Arvada
Job Postings: Asset Manager and Controller – VareCo
Denver Real Estate MLS Market Stats – March 2021 + Did Tenants Make March Rent?
Job Postings: Transaction Coordinator and Director of Agent Operations with Envision Advisors
Deal Analysis – First Time House Hack in a Historic Denver Home with an ADU
House Hacking In Denver for Less than $5,000 Down (Not a VA Loan!)
House Hacking Over a 7 Year Period with $50K Initial Investment toward $96K Net Operating Income
House Hacking with an Engineer: Finding Joy in the Numbers – Even After Buying a New Build Townhome
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