Real estate owners: structure and wills

The right entity structure protects assets, simplifies taxes, and supports long-term estate goals. Modeling LLC vs series LLC, partnership allocations, or an S‑corp management entity balances liability and tax efficiency.

Clean books, intercompany agreements, and capital accounts make distributions, refinances, and exits easier to execute and defend. Clear documentation reduces friction at key moments.

Coordinating with your attorney, operating agreements align with beneficiary designations and a practical will. An annual compliance calendar keeps filings, 1099s, and property taxes on track.