Method and Benefits

Being the parent of a future homeowner should be more than just giving a gift of a down payment.

Being the parent of a future homeowner should be more than just giving a gift of a down payment. Sometimes the gift is helpful but it’s not the only tool to consider. Using our two decades of experience we have helped clients create homeownership realities for the next generation. Our approach will take into consideration your core capital, wealth transfer goals, and potential estate taxes. We collaborate with wealth advisors, estate attorneys and tax advisors to create a plan that makes sense for you. If you don’t have one of these advisors as part of your team, we have access to top people in each field.

Benefits

Wealth transfer is a reality…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.