Legacy Assets in Estate Planning

from Future Focused: Sophisticated Estate Planning

In this episode, Erin Nicholls and Michael Clear discuss strategies for preserving family legacy assets across generations. With a particular focus on the management and division of interests in real property, such as family compounds and homesteads, Erin and Michael discuss considerations related to carrying costs, ownership structures, bloodline protection, and transfers of interest, while also being mindful of a family’s overall estate planning goals.

Episode metadata supplied by the publisher feed · Published Mar 14, 2023

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Legacy Assets in Estate Planning

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This episode is 17 minutes long.

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This episode was published on March 14, 2023.

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