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Turning Investment Properties into a Friction-free Legacy

hamilton-zanze August 21, 2024
Company News
Turning Investment Properties into a Friction-free Legacy Turning Investment Properties into a Friction-free Legacy

Over the next two decades, an estimated $84.4 trillion in assets will change hands in the U.S., including $18.9 trillion in real estate, in what has been coined the ‘Great Wealth Transfer.’

CFO Ashlee Cabeal’s latest article in WealthManagement.com’s 2024 Midyear Outlook provides valuable insights on how investors can create a friction-free, tax-deferred legacy during this historic period—one that allows heirs to enjoy the financial rewards of rental properties without the stresses of hands-on property management.

Read the full article.