September 2015
When looking to make lifetime transfers of real estate assets to the next generation, there are some particular estate planning techniques you need to be familiar with. Preparing in advance, and working closely with your tax advisor, are crucial to making sure that the real estate assets you’ve built throughout your lifetime can provide a future legacy for your family.
Some of these items predate Richey May’s restructuring to an alternative practice structure. Richey May is no longer a CPA firm. All Attest services are provided by Richey, May & Co., LLP.
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