Remember Ann?
After moving Mom into a Retirement Care Community, it was time to work as a family to decide how to continue Mom’s Legacy, peacefully. After all, Ann, Grant, George and Lucy knew they could not divide property and they did not want to argue over it.
Ann’s mom wanted to bless each child while she was alive.
They decided to 1031 exchange Mom’s properties so that Ann, Grant, George, and Lucy could have property that fits their lifestyle. It was a big change, but they all looked forward to sharing new memories together as a family.
“A Real Estate Plan begins with a Simple Strategy Session to Discuss Your family’s Goals”
