Jan 31 2023 38 mins
Estate planning has to be one of the most complex and foreign topics to most real estate investors. Yet, it is one of the most important as you spend your life generating passive income, building wealth, and taking advantage of tax strategy through 1099 exchanges and cost segregation. You can even have a will- but what happens to your empire once you die? Plus, add in the complications that could present for your heirs.
Jonathan recently met a state planning attorney, Sean Lohman, to discuss the situation with his parents and their property. Sean explained very complex topics, such as wills and trusts, power of attorney, beneficiaries, medical or healthcare power of attorney, and so much more. He also found some gaps in Jonathan’s own estate planning. And what real estate podcast would be complete without covering this super important topic for you?
Sean is an attorney at the Lohman Law Offices, a second-generation law firm in Louisville Kentucky. Sean specializes in estate planning and is also the host of the Uncontested podcast.
Visit lohmanlaw.com to connect with Sean Lohman and begin your estate planning.
Want to learn more about launching and scaling your realestate business through short term rentals? Send us a direct message on Instagram @top.louisville.agent, @thejustinreid, @selling.derby.city or send an email to [email protected].
Follow Jonathan and Justin on Facebook for a revolutionary approach to property positioning, digital marketing, and technology.
Subscribe on YouTube to watch Season 1 of the Selling Derby City podcast. Be sure to check out our blog to see everything we talk about in each episode and so much more.
Become a short-term rental expert by clicking HERE for the STR Success Course.
_______________________________________
A very special thanks to our sponsors!
@bluegrasslandtitle
@guardianinspectionsky