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Updated over 6 years ago on . Most recent reply

Roderick Sims's profile image
Roderick Sims's profile image
Roderick Sims
  • from Palo Alto, California
  • Member since Jun 24, 2016

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Roderick Sims's profile image
Roderick Sims's profile image
Roderick Sims
  • from Palo Alto, California
  • Member since Jun 24, 2016
Roderick Sims
  • Palo Alto, CA
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Creative Real Estate Financing

HELOC & Estate Planning

Roderick Sims
  • Palo Alto, CA
Posted

Hello guy,

I'm currently looking to invest in buy and hold real estate in the southeast. My parents recently offered to take out a HELOC to help me buy my first property. They are also in the process of completing their estate planning.

Is there a investor friendly estate planning strategy that will allow them to take out a HELOC and retain their CA Prop 13 rights?

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