Jason Gaudy

An estate plan is only as good as the asset list behind it. Why an estate attorney asks clients to inventory every property and share it with their team.

Families often can’t locate a parent’s trust or deed after a death. Why estate documents belong somewhere digital that heirs can actually find.

Does a living trust need its own EIN? Which accounts belong in the trust, who to name as beneficiary, and why vehicles usually stay out of it.

Inheriting a rental means inheriting the lease. What happens to tenants when the owner dies, when eviction comes up, and how to weigh selling vs. keeping.

Own property in more than one state? What ancillary probate is, why it happens, and how a California trust and LLCs can hold out-of-state real estate.

The most common estate planning mistake investors make is doing nothing: no trust, no LLCs. An attorney on why people stall and what the delay costs.

How real estate investors use a revocable living trust plus LLCs to get liability protection and probate avoidance without handing over control.