Your Real Estate Planners
Does your home still meet your needs? Are you considering downsizing options by moving to a smaller home, into a retirement community, in with your adult children, or even relocating to an area that will be better suited for you? Maybe you have considered all of the above and simply feel overwhelmed thinking about the process and aren’t quite sure where to start.
We understand and can help. Whatever the reason I am sure you would agree, having a plan for your real estate assets in advance will avoid rushed future decisions and help you keep the most money when it is the right time. You see, as a Real Estate Planner we are more than just an agent.
As one of the few Certified Real Estate Planners in the Charlotte area and a Certified Probate Real Estate Specialist, we specialize in your unique and complex needs.
Approximately $84 Trillion of wealth is estimated to be transferred to the next generation in the next 22 years. You do want to pass your share of that to your heirs and beneficiaries, along with the least amount of taxes and expenses, isn’t that right?
Our goal is to help you Build, Protect, and Transfer Wealth through Real Estate.
- Capital Gains Analysis
- Rental Asset Performance Test
- Trust Referrals
- Estate Sales Coordination
- Strategies to Avoid Family Disputes
- Senior Living Options
- Probate Avoidance
- 1031 Exchanges
- DST Exchanges
- Creating your Legacy
