Protecting Your Investments with Estate Planning

Have you heard of or thought about estate planning, but not sure where to start? Listen to this video as we discuss:

What is estate planning and why is it important?
What are the benefits of holding real estate in a trust or other vehicle?
How can estate planning minimize taxes on real estate assets?
What are the implications of transferring real estate to my heirs?
How can I protect my real estate assets?
... and much more!

Joining us is Lea Bailes, JD, who serves as an Estate Planning Attorney, working directly with his clients to create and maintain a customized estate plan to assist in protecting their estates and beneficiaries from probate, taxes and creditors. With nearly two decades of experience in the legal services industry, Lea offers his clients a truly comprehensive estate planning experience. Prior to joining Creative Planning, Lea was a solo estate planning practitioner.