Leaving a Legacy
If we can show you a way to bless your family while you are still alive, would you? Did you know you can direct your family's inheritance while living?
Hear How Debbie Did It
Debbie's mom was able to use a 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 the burden of her investment property.
Building and Transferring Generational Wealth
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.
Start a Real Estate Plan
Unfortunately, often families wait too long to determine the best options for their family. Most people find it easier to plan well in advance, and many find making a the right moves much easier. This is taking a Proactive Approach! Fortunately, we can help families reduce or eliminate the stress by creating a Real Estate Plan.
A Real Estate Plan begins with a simple Strategy Session to discuss your family's goals.
Would you like to Build, Protect and Transfer Generational Wealth?
Wherever You Are In Building Wealth, A Forward Looking Plan Centered Around Your Real Estate Needs Can Help Achieve The Goals Of Your Family.