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 of her children during her lifetime.
To make that happen, they decided to execute a 1031 exchange on Mom’s properties, allowing Ann, Grant, George, and Lucy to each acquire property that better suited their lifestyles. While it was a big change, they were excited about the opportunity to create new memories together as a family.
A Real Estate Plan begins with a Simple Strategy Session to Discuss Your family's Goals"
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.
Our mission is to offer integral real estate solutions to companies, investors, and developers, building long term relationships and respecting our values to adapt our services to the demands of each client and adapt to the dynamism of the market in order to offer the best results.
Our visions are to develop ourselves with professionalism, efficiency, commitment, ethics, and transparency. We foster teamwork and strive for excellence to ensure quality service.
Would you like to take a Proactive Approach?