What is a Real Estate Plan?
A real estate plan aims to build, protect, and pass on wealth. We combine insights from financial planners, tax experts, and trust attorneys to create strategies that help you achieve your goals.
As our lives change, so do our goals. Your annual real estate plan helps you adjust your strategies to align with these evolving goals.
Start Your Real Estate Plan
1. UNDERSTAND YOUR GOALS
We start by asking thoughtful questions to help you gain clarity on your goals, dreams, and the legacy you want to create. This gives us a clear picture of where you want to go and why it matters.
2. ANALYZE YOUR CURRENT SITUATION
We’ll take a close look at where you are today — your properties, finances, and opportunities — so you can clearly see what’s working, what’s not, and what’s possible. This analysis becomes the foundation for making informed, confident decisions.
3. PLAN YOUR PATH FORWARD
Once your direction is clear, we’ll design a customized plan that outlines your best next steps. From strategy to execution, we’ll guide you every step of the way so you can move forward with clarity and confidence.
Your Plan Can Help You:
– Minimize or Eliminate Capital Gains Taxes
– Prevent Family Disputes Over Real Estate
– Evaluate and Improve Rental Property Performance
– Discover Passive Income Investment Opportunities
– Find Safe, Comfortable Living Options for Seniors
– Simplify the Trust and Probate Process
-Protect Your Children or Loved Ones from Probate
More Than Just Buying and Selling
We believe realtors shouldn’t just help you buy or sell property. They should help you make confident decisions that protect your wealth, reduce your stress, and create a legacy for the people you love. Our role goes beyond transactions — it’s about guiding you toward freedom, security, and peace of mind through real estate.
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 it 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.
1031 Exchange and Delaware 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 Delaware 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.
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.
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?