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Rich Doc Poor Doc

Jun 24, 2020

Veronica Karas, a Senior Financial Advisor at CAPTRUST, joins us in today's episode to discuss tax efficient estate planning for real estate investors. As a fiduciary for highly successful clients, Veronica shares insights about Intentionally Defective Grantor Trusts (IDGT) and how we, and other real estate investors, can use these trusts to pass down our estates most tax efficiently to our children or to charity. She also shares why it's such a great idea to consider putting properties into an IDGT during a downturn. If you have a significant size real estate portfolio or net worth, this episode could save you a lot of money.

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