Individual & Family

Real Estate Planning & Gifting

Position your real estate portfolio to live your legacy not just leave one.

Minimize or eliminate taxes and maximize your real estate worth with innovative real estate planning strategies.

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Small Business & Corporate

Real Estate Planning & Gifting

Turn your unused real estate into an empowering asset for your community, save on taxes and exceed your company’s philanthropic goals.

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Charitable Organization

Real Estate Planning & Gifting

Our real estate gifting program will successfully impact your charitable organization’s fundraising goals.

Minimize or eliminate the risks, time, staff and costs associated with gifts of real estate.

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Professional Advisor

Real Estate Planning & Gifting

Your client’s real estate assets create a new cash flow stream you can help them manage.

Let Walter Joseph Group teach you powerful, life-changing real estate planning and gifting strategies.

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Walter Joseph Group has been a trusted partner for families, businesses, charitable organizations and professional advisors for real estate planning and gifting since 2007. Walter Joseph Group has assisted people and businesses reach their financial and philanthropic goals through individualized, up to date real estate planning strategies and exceptional guidance. 

Walter Joseph Group specializes in:

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