Leaving a Legacy
We are back with Ann’s Family!
Ann’s mom was able to use the 1031 exchange to provide Ann, George, Lucy and Grant a investment opportunity that fit their individual wealth goal.
She is able to see her kids happy while she was alive and she can enjoy her Retirement Community now that she does not have to worry about tenants, toilets and trash!
“A Real Estate Plan begins with a Simple Strategy Session to Discuss Your family’s Goals”
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.
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.
