Build | Protect | Transfer
Real Estate Wealth
Imagine How Simple it Can Be With The Right Plan!
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. We will ask you about the properties you own and why you own them. This deep understanding forms the basis of your Real Estate Plan.
How Is Your Primary Residence Working For You?
One of the key aspects of a real estate plan is to ask about your current residence.
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 to deal with?
Are you looking for a safer, comfortable, more secure living environment?
If your home is currently working for you, why move?
Future Needs Assessment
Next we consider what your future needs may look like. Many of us understand that as we get older we’re gonna to need some level of care. Usually it starts with physical challenges making the home more difficult to stay in. 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. We will also assist with all of the aspects related to making the move.
“A Real Estate Planner is a licensed real estate agent who is certified and has the knowledge, training and experience to compassionately guide a real estate owner in ways to create generational wealth, minimize taxes and facilitate goals of the family.”
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.
“A Real Estate Plan begins with a Simple Strategy Session to Discuss Your family’s Goals”
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Investment Portfolio Performance
There are two types of properties: The one your 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 and real estate goals.
A Real Estate Plan begins with a simple Strategy Session to discuss your family’s goals.
