Inherited property

Inherited property, investors, Real Estate, Retirement, Tax, Tax Relief

CUSTOMIZED FINANCIAL PLANNING & ADVICE FOR OUR CLIENTS

LIVE YOUR BEST BAY AREA LIFE Summitry helps clients maximize the benefits of living in one of the most unique areas in the world. Their personalized financial planning guidance and investment strategies are specially suited for life in the Bay Area. Here are a few examples on how they can assist you and your family […]
Inherited property, investors, Retirement, Tax, Wealth

You’ve Inherited Property, Congratulations…Now What?

Here’s an example how my Intero office in Los Altos partnered with Summitry and assisted a client with her property inheritance, click here. Let me know if you’d like to discuss further and I can provide an introduction, it’s very simple and there’s no obligation, just good information for our clients. I’m here to […]