Legacy Wealth & Real Estate Planning for Seniors

740 West Alluvial Avenue,Fresno CA 93711

04 May, 2023

Description

Learn strategies to protect assets and provide legacy wealth while minimizing capital gains. Discuss when and how to implement tools such as the 1031 Exchange, Delaware Statutory Trust and a Real Estate Investment Plan for future generations. Bryan Martin is a National Association of Realtors Certified Seniors Real Estate Specialist® and Certified Trust and Probate Specialist who has served homebuyers and sellers ages 50 and over for 15+ years. In addition, Bryan is a Dave Ramsey Endorsed Local Provider (ELP) who is well versed on the “snowball” and “baby-steps” plans and can provide critical insights and guidance. Light refreshments and beverages will be provided. Parking is adjacent to the event center.