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Radical Personal Finance

979 EpisodesProduced by Joshua SheatsWebsite

Joshua J Sheats, MSFS, CFP, CLU, ChFC, CASL, CAP, RHU, REBC is a financial planner who teaches people how to live a rich life now while building a plan for financial freedom in 10 years or less. He mixes creative approaches to lifestyle design, deep-dive financial planning techniques, and hard-core … read more

1:02:13

346-Real Estate Entity Selection & Estate Planning (With a NYC Slant): Interview with Real Estate and Estate Planning Attorney Jules Haas

Today I've invited Jules Haas on the show to talk real estate entity selection and estate planning.

Jules has an especially interesting perspective given where he lives and practices law: downtown New York City.

We discuss:

  • how to decide if you should own real estate within an entity or not
  • how to own real estate with maximum privacy (and why it's important)
  • estate considerations for different methods of ownership

Enjoy!

Joshua

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