Estate Planning Does Not End With Documents: Why Real Estate Strategy Matters More Than Most Advisors Realize
Estate planning is often viewed as a finish line. The will is signed. The trust is drafted. The powers of attorney are in place. But for clients, that’s rarely the end of the journey. In reality, estate planning frequently begins a series of complex real estate decisions—decisions that directly affect taxes, timelines, family harmony and long-term wealth preservation. I’m Cardwell Thaxton , REALTOR®, Senior Real Estate Specialist and Certified Probate Specialist , serving clients from Essex County to Gloucester County . I work closely with CPAs, attorneys and financial planners to ensure real estate decisions align with the legal and financial strategies already in place. If you’re a professional advisor or a client searching for a realtor near me who understands estate complexity, this article explains why real estate strategy must be part of every serious planning conversation. Estate planning doesn’t stop at documents. Real estate decisions determine how those plans s...