As a part of our legal services, we provide written funding instructions to ensure that the things you own are properly titled into your legacy plan documents. We will prepare deeds to real estate, assign personal and business assets, and work thrugh IRA, 401(k), insurance and special beneficiary designations, to ensure that each of the individual components of your plan work together to meet your objectives.
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Recent Blog Posts
In our last blog, we discussed the limitations of a Tax-Deferred Exchange – a technique available to defer taxes and maximize the funds available for reinvestment upon the sale of an investment property. Because there are many considerations with a…Learn More
How the 1031 Tax Deferred Exchange Can Affect Your Real Estate Investment Since the Tax Reform Act of 1986, real estate investors have faced one big problem on the sale of their property: higher taxes. Upon the sale of an…Learn More