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This document, which can be used in all 50 states, can replace an expensive will and is about ¼ the cost of what an attorney would charge you. This agreement sets up your Revocable Living Trust and shows you, step-by-step, how to prepare the trust and a Distributions List so that you can bequeath anything and everything you want, then change it easily without having to prepare a new will.
For real estate investors with investment properties, especially those properties that have been in a 1031 exchange, this document is perfect for you, allowing you to take all that deferred tax and place the properties into your estate - literally never paying tax in your lifetime.
As of 2025, estates that were valued at less than $13 million that are in revocable living trusts pass to their heirs tax free. But you have to have this document to get it.
This document, which can be used in all 50 states, can replace an expensive will and is about ¼ the cost of what an attorney would charge you. This agreement sets up your Revocable Living Trust and shows you, step-by-step, how to prepare the trust and a Distributions List so that you can bequeath anything and everything you want, then change it easily without having to prepare a new will.
For real estate investors with investment properties, especially those properties that have been in a 1031 exchange, this document is perfect for you, allowing you to take all that deferred tax and place the properties into your estate - literally never paying tax in your lifetime.
As of 2025, estates that were valued at less than $13 million that are in revocable living trusts pass to their heirs tax free. But you have to have this document to get it.