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All Forum Posts by: Rob Thornton

Rob Thornton has started 1 posts and replied 1 times.

Investor Mindset

Post: Estate/Trust IUL planning

Rob ThorntonPosted
  • General Contractor and Real Estate Broker
  • Tacoma, WA
  • Posts 1
  • Votes 1

Good day to the Bigger Pockets community. I am a somewhat experienced investor, contractor etc. I am a BRRRR investor. I am going to Refi some of my rentals and utilize an Irrevocable trust and an IUL within the trust as well as the Trust owning my LLc's. Looking for recommendations from the community who have done this. I am quite familiar with the process but, looking to shortcut the long research. Also hoping any recommendations would include a tax professional in the ‘package'

1 Vote