HELPING REAL ESTATE INVESTORS
GET THEIR FINANCIAL HOUSE IN ORDER
Bill and Laura, both 63, are real estate investors and over the past 30 years have built an active portfolio of apartment buildings and single family rental homes. Their three children are professionals and not interested in real estate. They have four grandchildren they enjoy doting on. They would like to retire in the next three years and be able to fund their grandchildren’s college education. They need help in the following areas:
- Organizing and assessing their real estate portfolio from a financial perspective
- Consolidating and simplifying their real estate holdings while analyzing the following:
- Cash flow
- Tax impact
- Long-term hold potential
- Retirement planning
- Legacy planning
We can develop a strategy for making the most of their real estate holdings and creating a business management plan designed to allocate their assets to meet their needs today and their goals for the future. We also can collaborate with their tax and legal advisors to create a cohesive, tax-efficient estate plan designed to benefit them and their loved ones for generations.
This case study is for illustrative purposes only. Individual cases will vary. Any information is not a complete summary or statement of all available data necessary for making an investment decision and does not constitute a recommendation. Prior to making any investment decision, you should consult with your financial advisor about your individual situation.
