financial breakthrough real estate
Financial Breakthrough provides the real estate planning tools you need to guide your loved ones and safeguard your legacy, allowing your wealth to have a direct and lasting impact.
Real Estate 101
The Real Estate 101 evaluation for clients encompasses a thorough assessment, providing valuable insights into the intricacies of the real estate market. This service not only assists clients in understanding the dynamics of their property but also includes a complimentary Comparative Market Analysis (CMA). Through this comprehensive analysis, clients gain a deeper understanding of the current market trends, property values, and competitive landscape. Real Estate 101 is committed to delivering a holistic evaluation that empowers clients with the knowledge needed to make informed decisions in the ever-evolving real estate sector.
Please don’t hesitate to contact us for a complimentary real estate analysis. We look forward to connecting with you soon.
real estate planning service
Feel free to reach out to us for a complimentary real estate analysis, where our dedicated team is ready to provide valuable insights tailored to your specific needs. Here are five key points about our real estate planning services
1 Personalized Assessment
Our real estate analysis is customized to your unique situation, ensuring a thorough understanding of your property and objectives.
2 Market Expertise
With our team’s deep knowledge of market trends, we offer insights into the current real estate landscape, helping you make informed decisions.
3 Transparent Recommendations
You can expect clear and transparent recommendations based on the analysis, guiding you towards optimal real estate planning strategies.
4 Experienced Professionals
Our team consists of experienced professionals who bring a wealth of expertise to the table, ensuring a high-quality analysis that aligns with industry best practices.
5 Timely Communication
We value prompt and effective communication, aiming to connect with you swiftly and initiate the real estate analysis process without delay. We look forward to the opportunity to assist you in achieving your real estate goals.
From foundational Real estate planning basics to intricate planning issues—such as complex assets (a business), complicated family situations (you and your spouse have children from a previous marriage), or other circumstances (special needs or medical issues)—our in-house estate lawyers work in concert with our financial advisors to help you prepare for countless life scenarios.
Questions We Can Help You Answer
Our real estate planning services help answer key questions to help you achieve peace of mind:
- How do I want to be remembered? How do I want my story to be told when I’m not here?
- What makes up my taxable real estate and how is my estate taxed?
- What are the different types of trusts available? What is a living trust, and do I need one?
- What is an advance health care directive? Should I appoint a health care proxy in case I can’t make medical decisions for myself?
- Who should get my money and other assets when I’m gone? Should I have my beneficiary designations defined for my retirement accounts and life insurance policies?
- Am I okay with the state deciding who gets my assets? Should I assign a durable power of attorney to someone I trust?
- Who do I want to entrust my kids with when I’m gone or when something goes wrong? What can I do to ensure my children and loved ones are taken care of financially?
- My child has special needs and will need specialized care for life. How can I ensure that my child is protected and can live a fulfilling life?
Real Estate Planning Made Easy and Seamless
While many wealth management firms offer real estate planning services, you often need to bring in your own estate planning attorney or specialist, as well as a tax advisor. And if you don’t have or don’t know an estate or trust attorney, firms will typically refer you to someone they work with. This leaves you with the job of coordinating a team of experts, who may have competing interests, to work on your behalf.
On top of that, real estate laws are complex and state laws differ from state to state. Most wealth management firms don’t have the resources or expertise to cover a large span of the country. It’s more likely that these firms will have expertise with a handful of states and will need to bring in another party to work with them.
Why We’re Different
At Financial Breakthrough, you get in-house real estate lawyers who work with our financial advisors to fulfill a singular goal: protect your loved ones and everything you have worked for. We can also work with your attorney and other service providers (like your accountant) as needed to deliver on your goals.
Since your advisory team already understands your financial goals, the process of drafting and updating an real estate plan is seamless. Most importantly, our concierge services guide you through the process from start to finish.
