Estate Planning Mistakes That Cost Families Millions скачать в хорошем качестве

Estate Planning Mistakes That Cost Families Millions

FREE Access to our proven systems to close more CRE deals: https://www.skool.com/jlm-real-estate... In this episode, I sit down with Marguerite Lorenz (MCIT, CLPF), Managing Partner of Lorenz Private Trustees. Since 2003, she has served as a Professional Trustee and Executor on over 100 matters, guiding families in protecting and managing their wealth. Marguerite is the author of Ethics for Trustees 2.0, Vice-Chair of the Independent Trustee Alliance, and a California Licensed Professional Fiduciary (#319). She shares insights on: How to protect wealth through trusts Common mistakes in estate planning Why professional trustees are key for lasting family legacies If you want to secure your assets and build generational wealth, this episode is for you. You can find more information on Marguerite and her services at PlanForThis.com If you're new here - I'm Jason Lee, CEO/Founder of Nara Advisors (formerly known as JLM Real Estate) and a multifamily real estate investor/developer in San Diego. I own and operate 150 units in San Diego, and have 5 development projects in process. I've learned the game by working with several millionaire to billionaire real estate investors in California, helping them buy, sell, and 1031 exchange to improve their portfolio. In the last few years, my brokerage and team at Nara Advisors have represented over 150 investors and transacted on over $625,000,000 worth of real estate. 💸 Want to invest with us? Email me at jason@naraadvisors.com 🏘️ We are actively buying, you can always represent us! Brokers, please email me if you have a property: jason@naraadvisors.com 📲 Connect with me! Instagram: @jasonjosephlee | @naraadvisors Linkedin: Jason Lee X: @jasonjosephlee Nara Advisors Website: www.naraadvisors.com