70% of people fail to do any real estate planning, leaving their families open to potential financial burdens and disputes among family members. And, capital gains taxes are one of the biggest roadblocks to creating wealth. As a Certified Real Estate Planner, Nancy will help you build a strong real estate plan that allows you to build, protect and transfer generational wealth through real estate.
A Real Estate Planner is a consultant and a shepherd for families building and transferring wealth through real estate. They specialize in guiding clients through complex transactions involving primary residences and investments, going beyond traditional real estate agent roles.
Increase cash flow, build equity and increase net worth through investment properties while minimizing or eliminating capital gains taxes.
Protect your assets from probate, eliminate capital gains taxes through a step-up in cost basis and gain guidance for trustee responsibilities.
Learn how to transfer your property(ies) to your beneficiaries without subjecting them to probate.
A DST is an excellent tool for qualified investors, can be used in a 1031 Exchange and provides a passive income stream, eliminating the headaches that landlords sometimes face.
Learn about a smooth and complete transition plan for senior living opportunities and relocation services including downsizing, decluttering and maximizing equity.
A Real Estate Planner is a licensed real estate agent who is certified and has the knowledge, training and experience to compassionately guide a real estate owner in ways to create generational wealth, minimize taxes and facilitate the goals of the family.
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During our consultation I’ll provide tailored recommendations to suit your unique needs and aspirations.
Whether you’re planning your retirement, considering real estate investments, want to build wealth through a comprehensive real estate plan or optimize your real estate portfolio, I’m here to help you achieve your goals.
I will be happy to guide you through all of your Real Estate Planning needs to protect your wealth and safeguard your legacy.
Don’t wait to take control of planning for the future and leaving a legacy. Schedule your no-obligation consultation today and embark on the path to generational wealth.