
The Real Estate Investor’s Estate Plan: Trusts, Entities, and Tax Strategies for Affluent Investors
Affluent real estate investors spend decades building their portfolios—spotting opportunities others miss, navigating market swings, repairing what breaks, and reinvesting through every season. But the truth few investors realize is this: your real estate portfolio becomes more vulnerable after you pass away than it ever was while you were alive. Not because of market volatility, but because of missing legal structure.

