Where you choose to live changes your life experience and having those you love live near you is a part of creating a legacy of community and family.
We serve multiple generations in helping the next generation purchase their first home or their next home. No two scenarios are ever the same and our consultative business method helps discover all the tools available to help one generation help another. Sometimes it’s as simple as helping facilitate the conversation around the gift, other times the solution includes creating an estate plan to help each child in the next generation create and grow wealth.
Almost as sure as death and taxes our wealth will get transferred.
The question is do you want to let it happen or be intentional about how it happens? Do you want to see that transfer happen when it is going to be most helpful to the next generation and while you can enjoy seeing the fruit of transfer.
