Real estate weaves into so many important milestones in your life: buying your first home, upgrading your home as your family expands, finding the perfect property for your family business, investing in your dream vacation home, and downsizing from your family home as you become empty nesters.
With each purchase and sale, there is hope and excitement, and things move very quickly. You need a Trusted Advisor at your side to help you be proactive, remain calm, and protect what will likely be one of the largest investments you will make in your lifetime.
You may decide at some point that you want to change how your property is owned.
If you get married, you may want to add your spouse to your deed to ensure the highest level of creditor protection and ensure that your spouse receives the property if something happens to you.
As you get older, you might want to make changes to your title to protect the property in the event you need long-term care.
If your loved one has passed away, you may need to change title to the property in accordance with his or her Will.
You need a Trusted Advisor to help you understand the legal and tax effects of these transfers, prepare the necessary paperwork, and ensure everything is squared away properly with the County.
We pride ourselves on developing lifelong relationships with our clients and love being a part of the major moments in their lives. We have guided thousands of families as they bought, sold, and transferred real estate, and we can help your family, too.