BUILD YOUR REAL ESTATE PLAN

1. UNDERSTAND GOALS

We ask questions to help you gain clarity on your goals, dreams, and the legacy you want to create, setting a clear path for your journey.

2. ANALYZE

You will receive a clear understanding of your options, including the pros and cons, empowering you to make informed decisions that support your goals.
 

3. PLAN YOUR PATH FORWARD

We guide you to a clear understanding of your options, mapping out the pros and cons of each path, so you can choose the route that best aligns with your goals. Once you choose your path, we will execute the strategies to bring your vision to life.
 
 

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Minimize/Eliminate Capital Gains Tax

Capital gains taxes will significantly cut into your wealth when you sell your home, yet most people don’t even know they exist.

 

We believe in creating plans to eliminate capital gains tax because it’s not just about what you make—it’s about what you keep. By leveraging proven tax strategies and collaborating with experts, we can help you minimize or even eliminate your capital gains tax burden.

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1031 Exchange and Deleware Statutory Trust (DSTs)

A 1031 Exchange is a powerful vehicle because it allows investors to defer all their capital gains taxes. With proper real estate planning, we can completely eliminate capital gains taxes.

 

A Deleware Statutory Trust is a great solution for investors who want to defer their capital gains taxes, remove the headaches and hassles of rental property, and increase cashflow.

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Prevent Family Disputes 

Have you ever heard of a family fight over real estate?

 

There are four key problems that lead to conflicts and arguments within families.

 

Would you like a plan to overcome these four challenges and ensure your family avoids disputes over real estate?
 
After all, family is the most important thing we have, and by planning ahead, we can strengthen these relationships rather than let real estate disputes drive us apart.

 

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Senior Living Options

Many seniors and families worry about staying in their homes when it’s no longer safe, comfortable, or suited to their needs.

 

However, many seniors and their families are unaware of the available options for safer living environments designed to meet their specific needs.

 

That’s why we educate the community—What are your options? Which one best fits your situation? How much does it cost? What does the process look like? How do you get there?