We handle all types of real estate, including residential, commercial, and investment properties that are part of an estate, trust, or probate.

We guide you through the entire process, from determining market value to managing the sale and ensuring that the property is sold efficiently and at the best possible price.

Yes, we specialize in estate and trust taxation and provide expert advice to minimize tax burdens while maximizing the value of real estate assets.

Our services are ideal for fiduciaries, attorneys, beneficiaries, surviving spouses, executors, and trustees who need professional support managing real estate in estates or trusts.

By combining CPA and real estate expertise, we provide a seamless, comprehensive service that covers all aspects of managing real estate, from taxes to market value.

Yes, we help you through the probate process, ensuring that real estate is managed correctly, sold efficiently, and that the proceeds are properly distributed.

Absolutely. We advise on strategies to maintain or increase the value of real estate assets held in a trust while ensuring all legal and tax obligations are met.

We offer a unique combination of real estate expertise and estate and trust administration, providing a more comprehensive and efficient service than most traditional firms.

Simply contact us to discuss your situation, and we’ll explain how we can assist you with managing or selling real estate in an estate or trust.