Attorney – Realtor/Broker
Mitigate Any Capital Gains Exposure
This is a growing concern particularly among an aging America and those homeowners who have owned their properties for more than 15+ years.
While it’s true that many home sellers don’t have to report the transaction to the IRS, under certain if you’re one of the exceptions, knowing the rules will help you hold down your tax bill.
We are uniquely qualified and licensed to provide legal and tax advice in the context of selling your personal residence to mitigate or eliminate capital gains tax.
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, I 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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