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The Real Estate Risk You Can’t See — and Why It Could Cost Your Legacy
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In this episode of The Family Wealth Blueprint Podcast, Penny shares Rachel’s story: a successful entrepreneur who built a real estate portfolio and finds herself navigating the complexities of divorce. On the surface, it looked like success. Underneath, the lack of coordination between her advisors, outdated estate documents, and absence of protection strategies exposed her wealth and family to serious risk.
You’ll learn:
- How divorce often leaves ownership, titling, and estate plans dangerously outdated
- The tax opportunities missed when real estate isn’t structured intentionally
- The critical role of risk management and entity planning in safeguarding wealth
- How a Virtual Family Office approach pulls the legal, tax, and insurance pieces together for true protection
Rachel’s story is a cautionary tale—but it’s also a roadmap. With the right structure and coordinated planning, families can avoid costly mistakes and preserve both their assets and their legacy.
Subscribe for more episodes on family governance, strategic planning, and real-world lessons from multi-generational families.
This podcast is for informational and educational purposes only and is not intended as investment, legal, or tax advice. Opinions expressed are those of Penny Di Giovanna and do not constitute a recommendation to take any particular action. Financial Planning By Design is a registered investment advisor. Advisory services are only offered to clients or prospective clients where Penny and the firm are properly licensed or exempt from licensure. All investments involve risk, and past performance is not indicative of future results. Consult your financial, legal, or tax advisor before making any decisions. Any resemblance to real persons, living or dead, or actual events is purely coincidental.
Hosted by Penny Di Giovanna, CFP®, CDFA®
Founder of Financial Planning By Design | Multi-Gen Family Planning - Boutique Virtual Family Office
🔗 Learn more: www.financialplanningbydesign.com
📩 Questions or topic suggestions?
Email: [email protected]
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Podcast Disclaimer:
This podcast is for informational and educational purposes only and is not intended as investment, legal, or tax advice. Opinions expressed are those of Penny Di Giovanna and do not constitute a recommendation to take any particular action. Financial Planning By Design is a registered investment advisor. Advisory services are only offered to clients or prospective clients where Penny and the firm are properly licensed or exempt from licensure. All investments involve risk, and past performance is not indicative of future results. Consult your financial, legal, or tax advisor before making any decisions.
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