Before Your Children Inherit the Property, Make Sure They Inherit a Plan
Decades of commercial real estate ownership can become a burden for heirs who have neither the time nor the expertise to manage tenants, repairs, debt and lease renewals. The Exit Wise Simplicity Toolkit helps owners and their families organize what they have, weigh their options and agree on a plan before decisions become urgent.
The Exit Wise Simplicity Framework
- Radical Simplicity: reduce the burden. The Simplicity Scorecard, Property Burden Audit and Simplified Ownership Path show how complex your ownership has become and the path that fits your stage of life.
- Structured Continuity: preserve what works. The Real Number Review, Pre-Transition Value Plan and Advisor Coordination Map turn value, debt, taxes and net proceeds into a clear decision.
- Optionality Engineering: create better choices. The Exit Options Matrix, Replacement Income Menu and Family Decision Playbook compare holding, selling, 1031 exchanges into STNL or DST, refinancing and estate transfer.
Inside the Toolkit
- 13 worksheets, from the Simplicity Scorecard to a Final Action Plan.
- A one-page Family Property Brief your heirs can use if something happens.
- A 1031 Exchange Readiness Roadmap covering the 45-day and 180-day deadlines.
- A Family Decision Playbook for incapacity, a major tenant leaving, an unsolicited offer or heirs who disagree.
For planning purposes only. Review legal and tax issues with your attorney and CPA.
