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Estate Planning for Investors

Do you own rental or investment properties? Do you own assets in more than one state? Do you have foreign stocks or other assets as part of your investment portfolio? If you are an investor, or if you can answer “yes” to any of these questions, you have some important planning considerations to take into account.​
  • If you own property in more than one state without proper estate planning documents in place, your heirs will have to go through the probate process in multiple jurisdictions, which could be very costly and time consuming.
  • ​Because of the physical nature of real estate, there are certain liability risks that would not appear with other forms of investment. If you own real estate, it is important to talk about various liability protection options.
  • There are multiple special tax considerations that specifically apply to investors. For example, if foreign stocks are part of your portfolio, you are likely eligible for a foreign tax credit that may significantly reduce your taxes in the US. If you qualify as a real estate professional, other special deductions may apply. It may also be to your advantage to place certain investments in strategic locations to enable you to deduct more travel costs.
These are just a sampling of special items you may want to consider. At Inter Vivos, we can talk about your particular situation and walk you through your options. Give us a call to see how we can help.

E-book: "Estate Planning For Sharks and Big Fish"

Today's world is filled with risks and regulations. Even the biggest and most fearless fish in the sea can sometimes be brought down if they are not prepared for it. Our upcoming E-Book, "Estate Planning for Sharks and Big Fish" outlines critical considerations for high net worth individuals, capitalists, and professionals to avoid the traps laid for them of  taxes, lawsuits, and other estate considerations which are all too common in the waters of life.

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