CalculateRealEstateROI

Wealth

Estate Planning for Real Estate

Structuring ownership to transfer wealth across generations efficiently.

Reviewed by Keiron Brown, Founder & Editor, CalculateRealEstateROI · Educational estimates only — not investment, financial, tax, or legal advice

Core concepts

Revocable trust

Avoids probate, preserves control.

Step-up at death

Wipes all deferred gain and depreciation recapture.

Examples

  • $5M portfolio in RLT → step-up to FMV at death → zero tax to heirs.

Practical applications

  • Mature investors.
  • Generational wealth planning.

Common mistakes

  • Probate exposure without trust.
  • Selling appreciated property late in life.