What is a KW Real Estate Planner?
As a certified Real Estate Planner, Cori Allan has dedicated her time to assisting individuals in various stages of estate planning. She specializes in helping individuals plan their estates, optimize investment properties to minimize headaches, guide through the trust creation process, or assist in navigating the probate process after the passing of a loved one. Whatever your requirements may be, Cori Allan is here to support you every step of the way.
Senior Relocation
If you or someone you know is at a juncture in life and contemplating the next steps, I am here to provide comprehensive assistance in senior relocation. My dedicated services cover the entire process:
Determining the Ideal Location and Timing:
I help you assess and decide on the most suitable destination and timing for your relocation.
Efficient Packing, Decluttering, and Cleaning:
My services include professional packing, decluttering, and thorough cleaning to streamline the moving process.
Strategic Planning and Coordination:
I meticulously plan and coordinate every step of the relocation, ensuring a smooth and well-organized transition.
Seamless Move and New Place Set-Up:
I manage the entire moving process, from transporting your belongings to setting up your new residence, ensuring a seamless transition.
Preparing the Current Residence for Sale:
I assist in preparing your existing home for sale, enhancing its market appeal and ensuring it is ready for potential buyers.
Repairs or Renovations:
If needed, I can coordinate repairs or renovations to optimize the value of your property in the real estate market.
Maximizing Home Value and Selling:
My goal is to help you sell your home for maximum value by leveraging my expertise in the real estate market.
In every step of the senior relocation journey, my dedicated support aims to alleviate the stress and complexities associated with such transitions, ensuring a positive and well-managed experience for you or your loved ones.
1031 Exchanges & DST
If you are an investor seeking to optimize your return on investment, reduce tax liabilities, or explore innovative solutions for downsizing, I am here to offer valuable insights and assistance.
1031 Exchanges: Bulletproofing Your Investment
Eliminate the Boot:
Navigate the 1031 exchange process seamlessly by expertly managing and eliminating any potential boot, ensuring a smooth transition of your investment.
Analyze Your Cash on Cash:
Conduct a thorough analysis of your cash on cash returns to maximize the financial benefits of your 1031 exchange.
Perform a CAP Rate Analysis:
Utilize a comprehensive CAP rate analysis to assess the potential return on your investment, aiding in informed decision-making.
Delaware Statutory Trusts (DST): Unlocking Creative Solutions
Eliminate the Terrible T's:
Say goodbye to the challenges associated with Tenants, Toilets, Termites, Taxes, and Time. DSTs provide a hassle-free investment option, allowing you to enjoy the benefits without the headaches.
Creative Investment Strategies:
Explore innovative and creative investment strategies within Delaware Statutory Trusts, tailored to meet your specific financial goals and preferences.
True Passive Income:
Embrace true passive income through DSTs, where your involvement is minimized, and you can enjoy the benefits of your investment without the day-to-day management responsibilities.
Whether you are safeguarding your 1031 exchange, exploring the benefits of Delaware Statutory Trusts, or combining both strategies, I am here to guide you through the intricacies of these investment options. Let's work together to craft a personalized and effective plan that aligns with your financial objectives.
Trustee Sales
If you are seeking assistance with estate planning or navigating the complexities of a trust, especially in the aftermath of a loved one's passing, I am here to provide valuable support. My services aim to:
Explore All Your Options:
I offer a comprehensive exploration of all available options within the realm of estate planning and trusts, ensuring that you make informed decisions tailored to your unique circumstances.
Connect You with Vetted Professionals:
Gain access to a network of trusted and experienced professionals who specialize in estate planning and trust matters. I connect you with professionals who can provide expert guidance and support throughout the process.
Understand a Trustee's Duties:
Navigating the responsibilities of a trustee can be complex. I offer clear explanations and guidance on the duties associated with being a trustee, ensuring that you have a thorough understanding of the role and its implications.
Whether you are proactively planning your estate or dealing with the aftermath of a loved one's passing, my services are designed to alleviate the challenges associated with these situations. I am committed to empowering you with the knowledge and connections needed to make informed decisions and ensure a smooth and effective process. Trust me to guide you through the intricacies of estate planning and trustee responsibilities.
Probate Specialists
If you or a loved one are currently navigating the probate process, I am here to provide comprehensive assistance. I understand that this can be a potentially complicated experience, and my services are designed to guide you through every step. Here's how I can help:
Cash Investors for Quick Home Sales:
I have a network of cash investors ready to purchase your home swiftly, providing an option for those looking to sell quickly during the probate process.
Vetted Group of Probate Attorneys:
Access a vetted group of probate attorneys who specialize in navigating the legal complexities of the probate process. I ensure that you receive expert legal guidance tailored to your specific situation.
Comprehensive Vendor Network:
Benefit from my extensive network of vendors, including estate sales companies and local charities accepting donations. Whether you need assistance with liquidating assets or contributing to charitable causes, I have the resources to support you.
Proven Ability to Maximize Real Estate Value:
I have a proven track record of selling real estate for top dollar. I leverage my expertise in the real estate market to ensure that you achieve the maximum value for the properties involved in the probate process.
Throughout this challenging time, my goal is to provide not only practical solutions but also compassionate support. I understand the nuances of probate proceedings and am dedicated to easing the burden on you and your loved ones. Trust me to navigate the complexities, facilitate efficient transactions, and help you achieve optimal outcomes during the probate process.
