Real Estate Planning

Future-Proof Your Real Estate Assets: Tailored Strategies for Lasting Success

Are You A Property Owner Dreaming Of Building A Lasting Legacy For Your Family?

  • How can I navigate the complexities of real estate planning without specialized knowledge and expertise?



  • How do I effectively balance financial considerations and goals in the real estate planning process?

  • What are the potential tax implications of my real estate planning decisions, and how can I minimize tax burdens?



  • How do I effectively plan for future care needs and accommodation options, considering potential health changes and aging-related requirements?

Real Estate Planner

We have licensed and certified real estate agents, possess the expertise and training to compassionately guide property owners towards generating generational wealth, minimizing taxes, and accomplishing family goals. We will help facilitate your goals as you age. We are more than just transactional or traditional Realtors.

  • Real Estate services for Buyers and Sellers

  • Senior Living Options

  • 1031 Exchange

  • Certified Probate Real Estate Specialist

  • Legacy Planning Consultant

  • Defer Capital Gains Taxes

  • Building Wealth through Real Estate

  • Pass on your wealth to the next generation

  • Creating strategies to build generational wealth

Certified Senior Relocation Specialists

We are certified Senior Relocation Specialists with a network of professionals who can help you with planning your next step. We help you answer questions like, what to do with years of "stuff", what should be done for maintainance and repair of home, planning for future care - when is it

time to consider moving, how to pay for it, what are your living options if you do move? Options include, a CCRC, Independent senior living community, assisted or skilled care, and memory care options. Unlike a transactional agent who just wants to sell a home for commission, we are here to

help you ensure it's the best decision, the right time to do so, and how we can help every step of the way.

We are also here to guide your family and provide options around creating, building, and protecting generational wealth and minimizing taxes. We strategize with our clients on how to analyze and structure their real estate assets to ensure we are minimizing family disputes and maximizing the real estate assets to meet their goals and build their Legacy. Our knowledge,

experience, and partnerships regarding 1031 exchanges, Delaware Stat Trusts, IRS primary home exemption, Cap and NOI rates on investment properties, Probate and Trusts, and more allow us to aid our clients in ways to minimize, defer and eliminate capital gain taxes..

Getting Started Is Easy

Schedule A Consult

Create A Custom Plan

Find Or List Your Home

Make A Successful Move

Missy Witter realtor

Missy Witter | Realtor

Melissa Witter is a highly trained realtor in Polk County, FL dedicated to helping home buyers and sellers navigate the housing market, accomplish their goals, and get the most value for their money.

Missy Witter realtor

Brian Cox | Realtor

Brian Cox is a highly trained realtor in Winter Haven, FL passionate to helping clients fulfill their real estate expectations.

(863) 559-3627

Schedule A Consult

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Available Starting times for Mon, May 20, 2024

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