What is a Real Estate Planning?
Are you curious about housing options in the future as you age? Do you have questions about providing appropriate care for a loved one? Are you wondering how your financial strategy will cover the costs of housing and health care in the future?
If you answered “yes” to any of these questions, Real Estate Planning is worth considering.
We empower seniors, their families and heirs through all real estate matters, generational wealth transfers, capital gains deferral, and the real estate probate process. We take a holistic, yet bespoke approach to facilitate individual or family goals.
We Are Solution Oriented
- Defer Capital Gains Tax Through a 1031 Exchange
- Generate More Income
- Mitigate Family Disputes
- Predetermine Inheritance
- Create Legacies
Tools for Sound Decision Making
- Current Market Analysis
- Current Real Estate Portfolio Analysis
- Equity Analysis
- Capital Gains Tax Assessment
- Renovation and Repair Analysis
- Interest Rate Modeling
- General Wealth Building Approach
Our Services
- NYC Senior Living Guidance
- Capital Gains Deferral
- Legacy Planning
- Real Estate Investment Advice
- Generational Wealth Planning
- Probate Real Estate Strategies
We Can Help
- Decide when/where to move
- Plan and coordinate steps
- Identify items for sale, donation and disposal
- Pack, declutter, and clean
- Prepare your home for sale
- Maximize your home sale
- Make your transition smooth and easy
All consultations are completely FREE and confidential
