The Wrong Estate Plan Strategy Can Put Your Private Business in the Streets

Some are seamless and quiet, protecting both your heirs and the business you’ve worked so hard to build. Others? They come with a catch—a public one.

Imagine spending years growing your portfolio, nurturing its value, and then having your plans laid out for the world to see. Not ideal, right? Yet, so many real estate owners unintentionally choose the option that does just that. Why? Because no one tells them what to watch out for until it’s too late.

In today’s video, I’ll walk you through the different ways to transfer your real estate—trusts, transfers, gifting strategies, and more. Each has its benefits and challenges. But most importantly, I’ll reveal the one estate plan strategy that makes your business public.

This isn’t just about transferring ownership; it’s about preserving your privacy, protecting your heirs, and maintaining the integrity of what you’ve built. If your goal is to create a legacy and not a headache, you’ll want to watch this one...