Behind the Deed - Learn How to Protect Your Property - Aaron Phillips & Matt Davidson

How do you acquire and manage properties across states without falling into unseen traps? Are you worried that somehow you’ll miss a detail, and what seemed to be a good property deal will start to bleed cash because you didn’t see the small print?

In this episode of The Hidden Money Podcast, join legal experts Aron Phillips of Aron Phillips Law and Matt Davidson of Davidson Law Group, as they explore the world of property protection strategies, including setting up an entity. Discover how to navigate the complexities of state-specific regulations from liability concerns to tax savings, and effectively firewall your assets.

Disclaimer: This content is not legal advice and is for educational purposes only.

In this episode, we discuss

• Legal protection, liability, and ownership structures for real estate investments, especially connected to short-term rentals.

• Holding properties in LLCs, managing expenses, and using property management agreements for efficient operations.

• Challenges of conforming loan rules, need to hold property personally for a duration before transferring to an LLC.

• Navigating legal uncertainties around property ownership, mortgages, and LLC transfers while minimizing risks.

• Creating clear agreements between individuals and LLCs to define roles and property management responsibilities.

• Options like "pocket deeds" for unrecorded property transfers to achieve anonymity and asset protection.

• Seeking expert legal advice before making real estate decisions to ensure legality and protection.

• Importance of legacy planning, peace of mind, and safeguarding assets for the future.

To Learn More

Get in touch with Aron via phone (817) 903-1414 or email aphillips@aphillipslawoffice.com 

You can visit his website at The Law Office of Aron Phillips, PLLC – Fort Worth, Texas (aphillipslawoffice.com)

Connect with Matt at (817) 900-6529 and explore his expertise at Your Texas Legacy | Davidson Law Group

To access the bonus tax content mentioned in the episode, go to https://www.hiddenmoney.com/bonus

To start using the tax code as a tool to grow your wealth, schedule a call with Pine & Co. CPAs: https://www.pinecocpas.com/consultation

Social Media Links

Instagram: https://www.instagram.com/hiddenmoney.podcast/

Facebook: https://www.facebook.com/hiddenmoney.podcast

Youtube: https://www.youtube.com/@HiddenMoneyPodcast

Linkedin: https://www.linkedin.com/company/hidden-money-podcast/

Twitter : https://twitter.com/hiddenmoney_com

You can also listen our podcast on major podcast platforms links:

Spotify - https://open.spotify.com/show/3rmae1bpxvirzfbM571fOK?si=d2129d6ac9ec4519

Apple Podcast - https://podcasts.apple.com/us/podcast/hidden-money-podcast/id1683510065

Google Podcast - https://podcasts.google.com/feed/aHR0cHM6Ly9hbmNob3IuZm0vcy9kZjZmNjE2OC9wb2RjYXN0L3Jzcw

iHeart Radio - https://www.iheart.com/podcast/269-hidden-money-podcast-113479063/

Amazon Music - https://music.amazon.com/podcasts/9deef87a-307d-4767-af47-9e01bf0211f9/hidden-money-podcast

Pocket cast - https://pca.st/9r4x6t36

Castbox - https://castbox.fm/channel/id5413766

Website - https://www.hiddenmoney.com/