Prevent Family Feuds

Have you ever heard of a family that fought over inherited wealth? The challenge is real estate cannot be divided. Even when assets are passed down through a trust, heirs may not agree on what to do with the properties once received. Through a real estate plan, we seek to employ strategies to transfer real estate wealth in ways that meet the family's goals and avoid family disputes.

Minimize Capital Gains Taxes

When you sell real estate, the sale may be subject to taxes based on the gain in value of the property. The gain in value is classified as a capital gain and the potential tax associated with that gain is referred to as a capital gains tax. Capital Gains taxes can be one of the largest obstacles to building generational wealth. Understanding Cost Basis is a critical component of minimizing capital gains taxes. Through a real estate plan we look to employ strategies to minimize or even eliminate capitals gains taxes, enabling families to pass more wealth to future generations.

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, family and real estate goals.

All of this and More can be accomplished with a Real Estate Plan!

A Real Estate Plan begins with a simple Strategy Session to discuss your family's goals. Be Proactive. Contact us to get started on Your Plan.