Prior to our first meeting we ask you to complete a Legacy Organizer© designed to clarify your goals, concerns and objectives. The Legacy Organizer© will also provide initial information necessary to help us identify which legal estate and wealth preservation strategies may be best for you and your family.
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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