Cathy’s mother, Debra, had suspiciously gone missing when Cathy was 10 years old and 15 years later, detectives were still unable to close the case.  Cathy and her grandmother continued to live in Debra's home and kept current with the mortgage. 

Now, with a husband & newborn, she wants to sell the property and start fresh. Unfortunately, with Debra presumed alive and the house still titled under her name, neither Cathy nor her grandmother had actual rights to the property. They couldn't do anything until the records were updated.

Peter and Linda owned a commercial building that they no longer wanted and learned that they could trade it in tax-deferred for an apartment complex using a 1031 like-kind exchange. As part of their asset protection strategy, they also wanted to place the new property into an LLC. In a 1031 exchange transaction, there are strict requirements and deadlines that need to be met in order to qualify for the tax-deferred benefits.

I hired Theresa to help my family and I do a real estate title transfer. Theresa did a great job in making sure that the process was quick and easy. It was all taken care of all in one visit. Even nicer, Theresa followed up with me a few weeks later to make sure I've received my documents ok. Now that is good customer service!!