How Trusts Can Save You Millions in Taxes? | Heildi Mandler

In this invaluable conversation, Ella Gurfinkel sits down with attorney Heidi Mandler to explore the critical topic of estate planning and trusts. This eye-opening discussion reveals how proper planning can protect your assets, save your heirs from excessive taxation, and provide peace of mind for your family's future.

What You'll Learn:

• Why Oregon's estate tax can claim up to 16% of estates valued over $1 million (including your home)
• How trusts can help married couples potentially save hundreds of thousands in estate taxes
• The costly reality of probate: why it typically costs around $20,000 and takes 6+ months
• Why having a will doesn't avoid probate (and what actually does)
• How trusts protect your assets during incapacity, not just after death
• The importance of guardianship planning for parents with minor children
• Why real estate owners in high-value markets should especially consider trusts
• How LLCs can protect rental property owners from devastating lawsuits
• When to consider individual LLCs versus a single LLC for multiple properties
• At what age and stage of life you should start estate planning (hint: it's earlier than you think)

Join Ella and Heidi as they demystify complex estate planning concepts, providing clear guidance on how to protect the wealth you've worked so hard to build and ensure your loved ones aren't burdened with unnecessary complications after you're gone.

Whether you own a home, have children, or are building a real estate portfolio, this conversation offers essential knowledge about how trusts and proper planning can serve as powerful tools to preserve your legacy and protect your family's financial future.