Attorney – Realtor/Broker
Mitigate Capital Gains Exposure
For an aging America, particularly homeowners who have owned their properties for more than 15+ years, there is a strong probability that it has appreciated in value. Some of that value increase is potentially taxable if not otherwise exempt under the Internal Revenue Code.
We are uniquely qualified, and licensed, to provide legal & tax advice in the context of selling your primary residence to mitigate or eliminate capital gains tax. Call or email us for a consultation.
Legacy & Estate Planning
Developing a plan for your estate necessarily includes all aspects of your finances & real property interests. That’s where I can assist.
Working collaboratively with your tax & financial advisers, we draft estate planning to help ensure that your plans reflects your legacy wishes particularly as it relates to the disposition of your real estate and/or proceeds from the eventual sale of it.
If you own real estate & other assets, you need to protect them.
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