Did you know that over 70% of households in the United States do not have an estate plan, will, or trust? This is a staggering statistic, but as you may know, estate planning is serious business.
One missing signature or wrong word can change the whole intent of the estate plan, trust or will. Since we help home buyers with, most likely, the largest asset they own, we feel that it’s our responsibility to ensure that they are taking the right steps to protect it in the future.
Each client’s situation and goals are unique. By meshing the years of experience of expert estate planners with our aim to help our clients secure their finances, we can help ensure that those goals are met in the most fair, tax-efficient and sensible way.
When sitting down with renters and current homeowners, we find that our clients would greatly benefit from meeting with our preferred estate planning attorneys for advice on estate and generational wealth planning.
Our real estate professionals understand that this can be sensitive time for the descendant’s loved ones. We are careful to protect their privacy and honor the estate’s legacy as we provide the quality of service that makes for a seamless transaction.
Our clients deserve to know how to reduce uncertainties in the estate’s distribution among family members and maximize the estate’s value by decreasing taxes and other expenses.
We want to meet the unique challenges of selling a home or investment property that is held in a trust or going through the probate process by collaborating with estate planning attorneys.