When selling the Family home the process can get overwhelming very quickly. I will provide you a step by step plan that is customized to you and your family’s needs. I help with real estate planning, estate sales, preparation for going on the market, and everything in between. I can answer many of your questions so that you are better prepared when meeting with your financial or legal advisor.
Tax exchanges provide a legal vehicle to defer gain from investment property if some or all off of the proceeds are reinvested into another investment property. 1031 tax exchanges can be tricky and sometimes complicated. I work with trusted professionals and together we will guide you through the process and make sure you meet the timelines and rules required to be a legal exchange.
Trusts have become a common vehicle for people that own one or more properties. The documents required are different when you buy and or sell from a Trust or LLC. You will need to make sure you have the correct documentation from the start. Probates have a completely different process and can sometimes be confusing and lengthy. Let me simplify the process for you so that there are no surprises and no delays.
