Ep. 43 - The Intersection Between Real Estate & Estate Planning

This episode of “Building Knowledge With The Building and Realty Institute (BRI)” featured a discussion on the intersection between real estate and estate planning. Nicholas Preddice, a Partner with Affinity Advisors, was the guest. Topics covered during the segment included: 1) How individuals should begin their Estate and Succession Planning as soon as possible in order to protect their families, their employees, and their best interests; 2) How individuals can give away assets, but still manage them and maintain cash flow; 3) The methods for individuals to best utilize Trusts and Life Insurance as part of their estates; 4) Whether individuals are facing retirement now, or even years or decades away, the time for individuals to address retirement scenarios is now, particularly for those who own real estate; 5) The dangers of “putting off” the planning processes for retirement.