How can WE help YOUR family Build, Protect and Transfer Real Estate Wealth?
With a Plan Focused on Your Real Estate Needs!
What's Stopping You?
We Are Changing The Way You Think About Real Estate!
Facilitating the Goals of The Family Through a Real Estate Plan
As a Real Estate Planner our objective is to understand your goals, your needs both now and in the futures and recommend solutions that align with those goals.
This conversation often begins with understanding your family and what is important to you.
What do you want your legacy for your family to look like??
- How many children do you have?
- Are they all alike?
- When you’re gone, do you want your children to get along?
How Is Your Primary Residence Working For You?
- Are the stairs becoming difficult to navigate?
- Is your home too big now that the kids are gone?
- Is your yard too much work to maintain?
- Is the deferred maintenance becoming a hassle?
- Are you looking for a safer, comfortable, more secure living environment?
- If your home is currently working for you, it may not make sense for you to move now?
Care For Mom
The next question is where would you go if you did move? Through a real estate plan, we help discover the opportunities in the years ahead, whether that is aging in place, downsizing or a retirement community.
- Have you thought about what your next move might look like?
- Did you know the key to living longer is to be maintain your social network?
- Have you thought about what you’re going to do with all your stuff?
We can help you with all aspects relating to your move.
Building and Transferring Generational Wealth
Once the goals of the family are clear, we will help you to understand the options for protecting your assets from probate and capital gains taxes.
Based on the families needs, we will look to employ strategies for you to pass the benefits of owning real estate to your heirs while still living.
Investment Portfolio Performance
There are two types of properties: The one you live in called your primary residence, and properties that you do not live in, or investment properties.
Investment properties should be viewed as an asset and a key component of generating wealth in real estate is to maximize your the returns on your investment properties.
Through a real estate plan, we employ tools to assess performance of your existing portfolio, look for alternative properties that may increase your returns, and employ strategies, such as a 1031 exchange, to maximize your investment dollars.
Prevent Family Feuds
Have you ever heard of a family that fought over inherited wealth?
The challenge is real estate cannot be divided. Even when assets are passed down through a trust, heirs may not agree on what to do with the properties once received.
Through a real estate plan, we seek to employ strategies to transfer real estate wealth in ways that meet the family’s goals and avoid family disputes.
Minimize Capital Gains Taxes
When you sell real estate, the sale may be subject to taxes based on the gain in value of the property.
The gain in value is classified as a capital gain and the potential tax associated with that gain is referred to as a capital gains tax.
Capital Gains taxes can be one of the largest obstacles to building generational wealth. Understanding Cost Basis is a critical component of minimizing capital gains taxes.
Through a real estate plan we look to employ strategies to minimize or even eliminate capitals gains taxes, enabling families to pass more wealth to future generations.
Collaboration with Financial Advisors, CPAs and Trust Attorneys
We work with your team of trusted advisors to ensure the plan you decide on meets all aspects of your financial, family and real estate goals.
All of this and More can be accomplished with a Real Estate Plan!
A Real Estate Plan begins with a simple Strategy Session to discuss your family’s goals.
Be Proactive.
What's Stopping You?
Would you like to take a Proactive Approach?
Stephen and Rose Depoe
Guiding Your Real Estate Future with Insight and Precision.
Whether you’re planning for your family’s future, investing in new opportunities, or looking to make strategic real estate decisions, our team is here to provide the expertise you need. With a deep understanding of the market, we craft personalized strategies that align with your goals, ensuring peace of mind and lasting success.
Our Services
- Real Estate Planning
- Legal and Financial Coordination
- Market Analysis
- Trust Administration
- Property Investment Strategy
- Estate Management
- Asset Protection
- Tax Efficiency Planning
What Challenges can we help Your Family With?
Navigating Complex Decisions with Expert Guidance
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If you wish to build a
lasting legacy, you must
first lay a solid foundation.
Your Trusted Network
Do you already know a Real Estate Agent? The answer for most people is Yes. Often there is a family member or close friend who has a real estate license, or even someone you have used in the past.
Planning for the Long Term
What we often see is people focusing on the current need to buy or sell their home, and missing out on how the purchase or sale fits into their long-term real estate goals and reacting later in life.
Beyond the Transaction
While a Real Estate Agent will focus on the finishing the current transaction a Real Estate Planner helps ensure your current purchase or sale and future decisions you make throughout your lifetime help to achieve your long-term real estate goals.
Real Estate Planning is Life Planning
Video Gallery
User Case Example #1 2:49
Let’s learn about Anne, her mom, and her family.
User Case Example #2 2:49
Watch some a very usual user case story – Ann, her four siblings and their 80+ year old mom.
User Case Example #3 2:09
Watch some a very usual user case story – Ann, her four siblings and their 80+ year old mom.
User Case Example #4 2:30
Watch another very usual user case story – Sally’s story.
