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Estate Planning

The process of selling the family home can become overwhelming very quickly.  I have worked with many families in providing guidance in walking them through the steps to meet the family’s needs.  I work with Trust and Probate Attorneys that can provide insight to help you through the process. I assist with estate sales, real estate needs and coordinate all the preparation for home clean up before going on the market.

The Top 10 Advantages of Estate Planning

  • Provide for your immediate family.

  • Ensure property goes to the right beneficiaries.

  • Minimize the expenses and taxes.

  • Ease the burdens of your family.

  • Support a favorite cause.

  • Plan for any kind of incapacity.

  • Reduce taxes that take place on your estate.

Here's What I Can Do For You...

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1031 Tax Exchange

A 1031 Exchange allows investors to defer federal capital gains tax, state ordinary income tax, net investment income tax, and depreciation recapture on the sale of investment property if certain criteria are met. The 1031 tax exchanges can be complicated. I work with a trusted professional to guide you through the process to make sure all timelines and rules are met.

The New House

Trusts and Probate

The primary advantage of a revocable trust is to avoid probate. Probate is a proceeding that occurs typically when an individual passes away. The probate process can be long and costly and having a revocable trust can avoid the probate process. I would be happy to connect you with one of my Estate Planning professional to take care of your needs.

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Proposition 19

For residents age 55 and older, severely disabled, or a victim of a wildfire or natural disaster, there is much to like about Prop 19. Effective April 1, 2021, those eligible homeowners can sell their homes and take their property tax base with them to any other property they buy for the same value or less in the state of California.

Buying a House

Financial Planning

A financial planner is a qualified financial advisor. Practicing in full service personal finance, they advise clients on investments, insurance, tax, retirement and estate planning. I'm happy to make referrals to you based on your needs.

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