Advanced Estate & Wealth Strategies with Justin Baker - EP 41 episode artwork

EPISODE · May 30, 2025 · 34 MIN

Advanced Estate & Wealth Strategies with Justin Baker - EP 41

from 239 Real Estate Roundtable · host Kevin Tremmel

Kevin interviews Justin Baker from Baker Wealth Strategies about protecting wealth through estate planning, trust structures, and tax strategies. Discover practical insights into how real estate investors can safeguard assets, plan for succession, and avoid costly mistakes in estate management. Essential listening for high-net-worth investors seeking tailored solutions. 🎧 Hosted by: Kevin 🎙 Guest: Justin Baker – General Counsel, Baker Wealth StrategiesJustin Baker is the General Counsel at Baker Wealth Strategies, a Houston-based wealth management firm serving clients nationwide. With over a decade of experience, Justin specializes in advanced estate, tax, and business planning for high-net-worth individuals and business owners. He is known for his ability to simplify complex legal issues, offering clear and actionable strategies. Prior to his career in wealth management, Justin served as an infantry officer in the U.S. Army and continues to serve as a Colonel in the Army Reserve. His disciplined approach combined with extensive legal expertise enables him to provide comprehensive financial solutions.💡 What You’ll Learn: ✔️ Importance of comprehensive estate planning ✔️ Trusts and LLCs for asset protection ✔️ Strategic use of life insurance ✔️ Pitfalls to avoid for real estate investors📇 Connect with Justin Baker:🌐 Website → https://www.bakerwealthstrategies.com/ 📘 Facebook → https://www.facebook.com/bakerwealthstrategies🎙 Follow Kevin Tremmel:📘 Facebook → https://m.facebook.com/kevintremmelrealestate📷 Instagram → https://www.instagram.com/kevintremmel_realestate/?hl=en🔗 LinkedIn →  https://www.linkedin.com/in/kevin-tremmel-786078104/🔖 Don’t Forget to LIKE 👍, SUBSCRIBE 🔔 & COMMENT 💬 Below!⭐ Produced by Icons of Real Estate - https://iconsofrealestate.com/

Kevin interviews Justin Baker from Baker Wealth Strategies about protecting wealth through estate planning, trust structures, and tax strategies. Discover practical insights into how real estate investors can safeguard assets, plan for succession, and avoid costly mistakes in estate management. Essential listening for high-net-worth investors seeking tailored solutions. 🎧 Hosted by: Kevin 🎙 Guest: Justin Baker – General Counsel, Baker Wealth StrategiesJustin Baker is the General Counsel at Baker Wealth Strategies, a Houston-based wealth management firm serving clients nationwide. With over a decade of experience, Justin specializes in advanced estate, tax, and business planning for high-net-worth individuals and business owners. He is known for his ability to simplify complex legal issues, offering clear and actionable strategies. Prior to his career in wealth management, Justin served as an infantry officer in the U.S. Army and continues to serve as a Colonel in the Army Reserve. His disciplined approach combined with extensive legal expertise enables him to provide comprehensive financial solutions.💡 What You’ll Learn: ✔️ Importance of comprehensive estate planning ✔️ Trusts and LLCs for asset protection ✔️ Strategic use of life insurance ✔️ Pitfalls to avoid for real estate investors📇 Connect with Justin Baker:🌐 Website → https://www.bakerwealthstrategies.com/ 📘 Facebook → https://www.facebook.com/bakerwealthstrategies🎙 Follow Kevin Tremmel:📘 Facebook → https://m.facebook.com/kevintremmelrealestate📷 Instagram → https://www.instagram.com/kevintremmel_realestate/?hl=en🔗 LinkedIn →  https://www.linkedin.com/in/kevin-tremmel-786078104/🔖 Don’t Forget to LIKE 👍, SUBSCRIBE 🔔 & COMMENT 💬 Below!⭐ Produced by Icons of Real Estate - https://iconsofrealestate.com/

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Advanced Estate & Wealth Strategies with Justin Baker - EP 41

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This episode is 34 minutes long.

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This episode was published on May 30, 2025.

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Kevin interviews Justin Baker from Baker Wealth Strategies about protecting wealth through estate planning, trust structures, and tax strategies. Discover practical insights into how real estate investors can safeguard assets, plan for succession,...

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