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When real estate is involved, the legalities and logistics of selling a property can add significant stress to an already challenging time. See how we can help.
LEARN MOREIt's a proactive approach that considers how your real estate holdings can be used to achieve your long-term goals. Do you want to create a steady stream of income for future generations? Minimize tax burdens for your heirs? Ensure a smooth transition for your family if your needs change? A well-crafted real estate plan addresses these questions and more.
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What if you could bless your children today while you are alive to enjoy their appreciation with no cost or taxes imposed on you or your family? Over the last 10 years, we have designed many strategic family plans with their investment properties. With the use of a 1031 exchange, you can bless your kids today while you’re alive and not pay capital gains taxes which enhances the development of Generational Wealth. If you’d like to learn more about how you can remove the burden of an investment property, bless your children and/or grandchildren today and pass on a legacy with no capital gains taxes contact us. We’ll schedule a convenient time to learn more about your properties, your family, and your goals. Once we have a clear understanding we can offer you some Real Estate Planning Strategies that will allow you to create a legacy with your investment properties and create generational wealth.
