Generational Wealth Planner
Recently, I achieved certification as a Real Estate Planner, a milestone reached after gaining valuable experience collaborating with probate attorneys. Witnessing numerous families endure prolonged and expensive legal conflicts following the passing of a loved one has fueled my commitment to helping others. Every month, I conduct two complimentary seminars aimed at guiding families through the intricacies of estate planning, facilitating their preparation for the future and the next phases of their lives.
What can a Real Estate Planner do for you?
We customize a plan for you to build and transfer Real Estate wealth, creating a lasting legacy:
- Prudent approach to wealth through investment properties.
- Boost cash flow, build equity, and increase net worth.
- Minimize/eliminate capital gains taxes for generational wealth.
- Smooth transition plan for your changing housing needs.
- Design an inheritance plan while alive.
- Aid family with your investment properties.
- Realize future benefits of owning real estate today.
What is a 1031 Exchange? A 1031 Exchange allows investors to defer Capital Gains Tax on the sale of investment properties when purchasing a “like kind” replacement property with a specific time frame.
The Benefits of a 1031 Exchange:
- Deferred Capital Gains Taxes
- How to avoid long term capital gains
- Up to 20% Fed (AGI>$400k additional 3.8%)
- Apply proceeds to replacement property
- How an Exchange can involve multiple properties
- Provide greater diversity or consolidation to upgrade investment
Call me anytime and we can discuss!
Steven Judd
Broker Associate | SL3296071
Certified Real Estate Planner
904-343-9813
7Bridgeshomegroup.kw.com
Certified Probate, Trust, 1031, DST & Senior Relocation Services
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