HOW TO PROTECT WHAT YOU’VE BUILT
When Todd and Angela bought their first rental home in Denver fifteen years ago, it was supposed to be a side hustle—a way to build equity, get a little extra income, and maybe fund a better retirement. Fast forward to today: they own five properties spread across three states. They’ve dealt with leaky roofs, late rent, and long nights juggling property managers. Like many “mom-and-pop” landlords, they’ve built a solid portfolio through grit and consistency, not big corporate teams or private equity money. What happens if a tenant sues? Or if something happens to one of them and the other needs to take over management instantly? And down the line, how will all this real estate be passed on efficiently without losing income or control? That’s where two cornerstone estate tools come into play: the revocable living trust and the irrevocable trust. BUT NOW, THEY FACE A NEW CHALLENGE: HOW TO PROTECT IT ALL.
DOWN THE LINE, HOW WILL ALL THIS REAL ESTATE BE PASSED ON EFFICIENTLY WITHOUT LOSING INCOME OR CONTROL?
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