Family Estates

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Managing Your Family Estates

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.

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1031 Tax Exchange

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.

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Trusts and Probate

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.

Reviews

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Shelby S.

When our parents passed away, we were faced with the daunting task of selling our family home. Their house had been the gathering place for all of us. As we married and moved away, their house was still the place where we all g...
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Michelle H.

After the death of my mother, Gina Marciano sold her home of 52 years for an amazing closing price, which greatly benefits all 4 of her surviving children. What could and should have been a very emotional and difficult time was...
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