Real Estate Investment Insights
Real Estate Investments Insights (REAL-Talk), a podcast that provides insights and knowledge to commercial real estate enthusiasts, brokers, investors, property owners, and those who provide professional services to the industry through the sharing of best-practices on industry topics and trends.
Real Estate Investment Insights
Legacy Planning Episode 1 - Why Have a Trust
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Derek Doke & Jordan Elliott
Jordan and I sit down with Phil Cook CPA, Sr Director with Pacific Trust Company and Bridger Trust Company to discuss the value of setting up a trust and how to best position yourself for success with the right trustee. Whether your estate is $10m or over $50m, Phil lays out the strategy and plan for what to consider and who should be on your team.