Dividing Your Wealth
I recently experienced a client's parents who called me to handle the distribution of their real estate assets to their children. It has made me think of the Baby Boomer generation, do you have a plan to distribute your real estate holdings? Yes it can be in your will with directives, but doing this prior to death could be an important part of your peace of mind.
Many long time clients have several investments that will go to their families. By addressing it upfront with your families, it could save the headache for those who do inherit. This purchase & sale from the parents to one of their kids really made them take a deep breath and feel relieved it was done.
Having an experienced Realtor to guide you through the process of gifting and the transfer of title isn’t always as easy as it sounds. I have handled many such clients and it would be a privilege to help yours.
I love my job!
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