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How Can I Transfer Wealth While I Am Alive?

Build | Protect | Transfer

Real Estate Wealth

Imagine How Simple it Can Be With The Right Plan!

Get our Expert Advice Every Step of the Way!

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Leaving a Legacy

If we can show you a way to bless your family while you are still alive, would you? Did you know you can direct your family's inheritance while living?

Hear How Ann Did It

Ann's mom was able to use a 1031 Exchange to provide Ann, George, Lucy and Grant a investment opportunity that fit their individual wealth goal.

She is able to see her kids happy while she was alive and she can enjoy her Retirement Community now that she does not have to worry about the burden of her investment property.

"A Real Estate Plan begins with a Simple Strategy Session to Discuss Your family's Goals"

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Building and Transferring Generational Wealth

Once the goals of the family are clear, we will help you to understand the options for protecting your assets from probate and capital gains taxes. Based on the families needs, we will look to employ strategies for you to pass the benefits of owning real estate to your heirs while still living.

Collaboration with Financial Advisors, CPAs and Trust Attorneys

We work with your team of trusted advisors to ensure the plan you decide on meets all aspects of your financial and real estate goals.

Start a Real Estate Plan

Unfortunately, often families wait too long to determine the best options for their family. Most people find it easier to plan well in advance, and many find making a the right moves much easier. This is taking a Proactive Approach! Fortunately, we can help families reduce or eliminate the stress by creating a Real Estate Plan.

A Real Estate Plan begins with a simple Strategy Session to discuss your family's goals.

Would you like to take a Proactive Approach?

Start Planning for Life Changes

Protecting Your Real Estate Wealth

Asset Protection

Preventing Family Disputes

Family Feud Prevention

The Benefits of a 1031 Exchange

1031 Exchange

How do I Build a Family Legacy?

Transfer Wealth

Why Trust Strategic Realty Planners?

Do you already know a Real Estate Agent? The answer for most people is Yes. Often there is a family member or close friend who has a real estate license, or even someone you have used in the past.

What we often see is people focusing on the current need to buy or sell their home, and missing out on how the purchase or sale fits into their long-term real estate goals and reacting later in life.

As a Keller Williams (KW) Real Estate planner, our approach to real estate is a bit different. While a Real Estate Agent will focus on the finishing the current transaction a Real Estate Planner helps ensure your current purchase or sale and future decisions you make throughout your lifetime help to achieve your long-term real estate goals.

You will be amazed how a conversation with a KW Certified Real Estate Planner can effect your ability to Build, Protect and Transfer Wealth through real estate.