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Veronica Karas, a Senior Financial Advisor at CAPTRUST, joins us in today’s episode to discuss tax efficient estate planning for real estate investors.
As a fiduciary for highly successful clients, Veronica shares insights about Intentionally Defective Grantor Trusts (IDGT) and how we, and other real estate investors, can use these trusts to pass down our estates most tax efficiently to our children or to charity.
She also shares why it’s such a great idea to consider putting properties into an IDGT during a downturn. If you have a significant size real estate portfolio or net worth, this episode could save you a lot of money.
Don’t miss out on this episode of Rich Doc Poor Doc, especially since Veronica shares helpful information to consider if you’re thinking about creating an IDGT during the downturn while IRS AFR rates are low. IDGTs are also something to consider if you own real estate in several states, as we do, and as many others in our Semi-Retired MD Community do as well.
There are many ways to structure an IDGT, which makes it a flexible solution to consider when learning how to pass down your wealth in the most tax efficient way. Check it out now!
