How to Avoid Probate Without Losing Your Wealth

What this episode covers

🚀 In this powerful episode of Mortgage On My Mind, Natalie Salins sits down with Cory Boldroff, Certified Real Estate Planner and Southern California real estate expert, to discuss how families can build, protect, and transfer generational wealth through trusts, estate planning, 1031 exchanges, and Delaware Statutory Trusts (DSTs).Cory shares why he believes every homeowner should place their property into a trust, how probate can financially devastate families, and the strategies wealthy families use to preserve wealth for future generations. The conversation also dives deep into passive real estate investing through DSTs and alternative strategies for landlords looking to retire from active property management.🎧 Hosted by: Natalie Salins👤 Guest:🏡 Cory Boldroff – Certified Real Estate Planner & Real Estate AgentCory Boldroff is a Certified Real Estate Planner and agent based in Southern California with over two decades of industry experience. Specializing in 1031 Exchanges, Delaware Statutory Trusts (DSTs), and Trust & Probate transactions, he helps clients navigate complex situations to build, protect, and transfer generational wealth.💡 What You’ll Learn:✔️ Why Cory believes every homeowner should have a living trust✔️ How probate and conservatorship can financially impact families✔️ The benefits of step-up in cost basis for inherited real estate✔️ How Delaware Statutory Trusts (DSTs) work for passive investing✔️ Alternative strategies for landlords tired of managing properties✔️ How wealthy families preserve generational wealth✔️ Common estate planning mistakes homeowners make🎵 Whether you're an investor, agent, homeowner, or future real estate investor, this episode offers valuable insights into protecting and growing your wealth!💼 Connect with Cory Boldroff:🌐 Website → http://www.thecompleterealestategroup.com/📸 Instagram → https://www.instagram.com/corybyourreplanner/📘 Facebook → https://www.facebook.com/people/Cory-Boldroff/1368470168/#🎙 Follow Natalie Salins – Mortgage On My Mind:🌎 Website → https://movement.com/lo/natalie-salins📘 Facebook → https://www.facebook.com/natalie.salins/📷 Instagram → https://www.instagram.com/natalie_salins/?hl=en 🔗 LinkedIn → https://www.linkedin.com/in/natalie-salins-1029583b🔖 Don’t Forget to LIKE 👍, SUBSCRIBE 🔔 & COMMENT 💬 Below!💎 Produced by Icons of Real Estate – https://iconsofrealestate.com/

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