Got A Lot Of Equity In Your Boulder Real Estate?

charitabletrust.gif Ever thought of a Charitable Remainder Trust? Ever even heard of one? Most people haven’t unless they’ve got a pretty hands on and sophisticated handle on their investment portfolio strategy. With the strong appreciation we’ve seen over the years in Boulder real estate, people getting into a time in their life where they have lots of equity and may not be wanting to sell and pay capital gains on their income might want to learn more about a charitable remainder trust.

We just had an interesting presentation from the folks at Merrill Lynch about home financing. Heck, I didn’t even know Merrill Lynch did any home financing. They sell their loans once they’re funded but retain the servicing so it’s a transparent transaction to a buyer. In any case, they seemed to confirm what I think Louis Barnes and Nora Ziel were recently telling us: conforming loans for solid borrowers are still plentiful.

The charitable remainder trust idea could be a great financial tool for boomers or anyone with equity that has a desire to access that equity and minimize their tax exposure, so I’m told.

Always get the advice of professionals when you consider these things. I’ve had tremendous success with Mark Carson & Associates for many of my business planning and tax needs. You can reach Nora Ziel at (303) 607-6460.

… AND, you can FOLLOW THE LINKS I have for you on the right side of this page to find some great information. Please see my video tour section, to see tours of Boulder real estate for sale, business profiles, neighborhood profiles, and new development profiles. I want you to find exactly what you want, and get all the info you need. Call or email me now to get straight answers, and start the process of finding the perfect solution to your real estate needs.
-Zachary Epps, full-time professional Realtor® and EcoBroker®


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