Thanks to the 1031 exchange, Ann’s mom was able to provide Ann, George, Lucy, and Grant with investment opportunities tailored to their individual wealth goals. She now gets to see her children happy and secure while she's still alive, and she can fully enjoy her Retirement Community without the stress of dealing with tenants, toilets, and trash! It's a win for everyone, allowing her to embrace her next chapter with peace of mind.

Once your family’s goals are clear, we’ll guide you through the best options for protecting your assets from probate and capital gains taxes. Depending on your family’s needs, we will explore strategies that allow you to pass on the benefits of owning real estate to your heirs while you are still living, ensuring a smooth transition and long-term financial security for future generations.

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.