What's more costly—paying for proper estate planning today, or leaving your family to fight it out in court tomorrow?
In this episode of The Mortgage Athlete Podcast, Tracy Hayes and Tom Reber welcome estate and tax attorney Robert Daugustinis joins Tracy Hayes and Tom Reber on the Mortgage Athlete Podcast to demystify the world of estate planning. They dive into the differences between revocable and irrevocable trusts, how to protect your home and assets, and why even first-time homebuyers should start thinking about succession. With engaging stories of family disputes, quirky wills, and the costly consequences of skipping planning, Rob explains why having a plan in place isn't just for the ultra-wealthy.
This episode also unpacks the hidden tax advantages of strategic gifting, how to use tools like Lady Bird deeds, and why collaboration between mortgage advisors and estate attorneys can save clients money and heartache. Whether you're a homeowner, investor, or planning for future generations, this conversation delivers practical insights on protecting wealth, reducing taxes, and avoiding unintended consequences.
Don't wait for a crisis—start your estate planning today. Share this episode with a friend or client who needs to hear it, and subscribe to the Mortgage Athlete Podcast for more strategies to protect and grow your financial future.
Highlights:
00:00 - 06:00 Estate Planning Basics
06:00 - 12:30 Avoiding Family Feuds
12:30 - 18:00 Protecting Homes and Titles
18:00 - 24:00 Holistic Estate Planning
24:00 - 30:00 Unique Trusts and Guardrails
30:00 - 38:37 Taxes, Gifting, and Strategy
Quotes:
"Having a good plan in place can save you ten times the cost and stress compared to fighting it out after someone passes." – Robert Daugustinis
"Probate in Florida is expensive—it's a percentage of the value of assets. A few thousand upfront can save tens of thousands later." – Robert Daugustinis
"You can pay me a little now to do it right, or a lot later to fix it." – Robert Daugustinis
"If you can dream it up, I can usually put it on paper for you." – Robert Daugustinis
To contact Robert Daugustinis, learn more about his business, and make him a part of your network, make sure to follow him on their website and LinkedIn.
Connect with Robert Daugustinis!
Website: https://ivanlawgroup.com
LinkedIn: https://www.linkedin.com/in/robert-daugustinis-b1394083
Connect with me!
Website: toprealtorjacksonville.com
Website: toprealtorstaugustine.com
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