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

Steps to Buying your 1st Property

Realtor Advocate Role Understands Market Trends and Analysis Solves problems and completes paperwork accurately Listens to your goals and needs Locates investment opportunities Coordinates, plans, communicates and executes Negotiates on your behalf Realtor Advocate Role Buyer Purchase Steps Select your Realtor Advocate Choose a Lender, wisely Get your lender preapproval and a 2nd opinion Find a home or two you like Work with your Realtor and make an offer Negotiations and term agreements Inspections and appraisal process Under contract phase and steps Before closing day steps and tasks Secure funds for closing Closing and get the keys!! Got questions?    We've got answers!    Call us:   904-343-9813  Steve Judd

Planning for the Future & Beyond!

  Call for a One on One Training Session to securte your future. PLANNING FOR THE FUTURE AND BEYOND 1. PROACTIVE AND REACTIVE PERSPECTIVES 2. HOW WILL I KNOW WHEN IT’S TIME TO MOVE? 3. WHAT ARE MY LIVING OPTIONS? 4. WHAT SHOULD I DO WITH MY HOME? 5. WHAT CAN I DO WITH MY RENTAL PROPERTIES? 6. HOW TO PROTECT MY HOME AND RENTALS? 7. HOW CAN I PASS ON A LEGACY NOW? 8. WHEN SHOULD I START PLANNING? Call 904-343-9813 for your free session!