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

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