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Resources

Real Estate Plannner

A certified Real Estate Planner is not a transactional or traditional Real Estate Agent. We help people Build, Protect and Transfer Generational Wealth through Real Estate. We use our knowledge and experience with 1031 Exchanges, Delaware Statutory Trust, primary home exemptions, Probate and Trust to consult our clients on ways to defer and minimize capital gain taxes and move smoothly through the Probate and Trust process.

A group of people are sitting around a table looking at blueprints

A certified Real Estate Planner is not a transactional or traditional Real Estate Agent. We help people Build, Protect and Transfer Generational Wealth through Real Estate. We use our knowledge and experience with 1031 Exchanges, Delaware Statutory Trust, primary home exemptions, Probate and Trust to consult our clients on ways to defer and minimize capital gain taxes and move smoothly through the Probate and Trust process.

Real Estate Planner

RESOURCES

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1031 Exchange

  • We help investors create Generational Wealth through Building, Protecting and the Transferring of Real Estate Wealth without having to pay Capital Gains Tax.


  • We’ll Bullet Proof our 1031 Exchanges to minimize potential issues with the IRS.


  • Our Free Asset Performance Analysis will help you determine if your investment is performing at its peak.
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Delaware Statutory Trust

  • We’ll show you how to transfer your Real Estate Wealth and not pay Capital Gains Tax.


  • We’ll show you how to make a higher Return On your Investment without the Burdens of owning Real Estate.

Senior Relocation Services

  • As a Certified Senior Relocation Specialist, we work with many seniors who are relocating to retirement communities, (Independent Living and Adult Living Communities and Memory Care Facilities).


  • We work with seniors, their family members, Attorneys, Fiduciaries, CPAs, Certified Financial Planners when establishing a Real Estate Plan.


  • We remove the stress that usually occurs by helping seniors and their families coordinate everything needed such as downsizing and decluttering, preparing their home for sale, and selling it for the most money possible. Often times this is how many pay for their long-term care needs.
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Probate & Trust

  • We’ll educate you on the Probate process and the pros and cons involved.


  • Many people become Trustees without knowing the Responsibilities of a Trustee. We’ll help you understand your duties as Trustee and the Trustee process.
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A man and a woman are sitting at a table with a child.

Probate & Trust

  • We’ll educate you on the Probate process and the pros and cons involved.


  • Many people become Trustees without knowing the Responsibilities of a Trustee. We’ll help you understand your duties as Trustee and the Trustee process.

Family Feud Protection Plan

  • 70% of all trusts are challenged by the beneficiaries. We’ll work with you in creating a plan preventing this.


  • We’ll work with you in creating a plan preventing this.


  • We’ll help you build an Inheritance Plan to reduce the risk of this happening.
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Certified In

  • 1031 Exchanges    • Probate   • Senior Relocation Services
  • Delaware Statutory Trusts   • Trusts   • Senior Real Estate Specialist
  • Certified Distressed Property Expert   

Free Asset Performance Analysis

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