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The Multifamily Real Estate Experiment Podcast
“Multifamily Real Estate Investing for the Career Professional.” Join Shelon "Hutch The Marine Investor" Hutchinson who talks to military veterans and real estate professionals about the results of their journey and multifamily real estate experiments. Each week, Hutch discusses Multifamily Real Estate Investing for Career Professionals and military veterans to help you build wealth and financial independence. Questions about Multifamily real estate investing are systematically dissected as your host works through observations and data to answer the week's question.
The Multifamily Real Estate Experiment Podcast
MFREE 098 Trailer # 4 with Brett Swarts: What’s the Best Investment Strategy You’re Probably Ignoring?
What if you could pass down your wealth without the IRS taking a huge bite? 🤔 In this episode, Brett Swarts breaks down next-level estate planning, trust strategies, and tax loopholes that high-net-worth investors use to keep their assets intact for future generations.
We get into the power of time in investing, the hidden estate tax traps that could cost millions, and how tools like the Deferred Sales Trust (DST 2.0) can help eliminate estate taxes and protect your legacy. 🏡💰 Ever watched Yellowstone? Think of it like that—except you can actually plan ahead instead of scrambling when it’s too late. 👀🔥
If you (or someone you know) has built a solid portfolio, don’t let bad planning undo it all. This conversation is a must-listen for investors thinking long-term! 🎧
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Thank you to all of our listeners!!! We would love to hear from you!!!
Email me at:
hutch@hsquaredcapital.com
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www.hsquaredcapital.com
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Time is the one thing you can never get back. Yeah. And of course the trust allows it to transfer seamlessly to future generations. you just pass it to the promissory note inside of your living trust. So your kids can step into your shoes. We have a 2. 0 version where the children can be the beneficiary of it and remove it outside of their taxable estate without any life insurance, gifting or charity required. So if you knew someone on the island where you live on that has a 50 million mansion, right? And it's all inside of their taxable estate. it's the whole concept of Yellowstone if you've seen it with Kevin Costner. They own let's say 100 or 200 million dollars worth of land and they're like, Beth the daughter's hey dad They're gonna take the land when you die because the estate tax is gonna kick in and we're not gonna be able to afford it or we could do something different now, you know That's just that's the whole concept of the entire show And so this debt tax we need to be aware of this that the 1031 stepped up basis has not solved for The DST Divert Sales Trust, we don't have a stepped up basis in the sense of traditional. The kids can step into your shoes, but our 2. 0, we can remove it outside of the taxable state. And then typically also the capital is capital gains tax free. Um, and the, and the kids can be the heirs. And so a little more complex here, but for someone, you know, has a net worth of over 20 million. Then you want to be talking to us because we can also structure it to eliminate your estate tax.