Bringing Estate Planning and Real Estate Investment Into Focus
Who We Are
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Plan Ahead Real Estate Investments
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Plan Ahead Trust
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Plan Ahead Property Management
Helping our clients Acquire, Manage, and protect assets through effective Estate Planning.
Estate Planning
We help our clients establish a Revocable “Living” Trust in order to protect their valuable assets, including real estate, from the costly and time-consuming probate process. In addition to that, we make sure they are covered with a Will, Power-of-Attorney, and Advance Health Directives.
Real Estate Investment (Buy/Sell)
The idea of owning income producing property, as a short-term or long-term rental, can be overwhelming. That being said, we believe real estate is a must-have part of your long-term financial plan and adds a level of diversity that is essential. Our team of experts will help you with everything from financing to purchasing, and selling when the time is right.
Property Management
Don’t let the idea of managing a rental, tenants, or maintenance prevent you from this critical part of your portfolio. Our property management team will handle the details and ensure this is a solid investment that continues to pay dividends. Whether it is a short-term rental, vacation property, flip, or long-term hold, we have the team to manage it.
