I'm Your Guide - Helping You Solve Problems Real Estate - Legal - Financial - Tax

William A. Massarweh, Esq. - An Estate Transition Professional®
William A. Massarweh, Esq. - An Estate Transition Professional®
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    • Home
    • TCP Realty
    • Homes Sold
    • About
    • Wills & Trusts
    • ETP
    • Blog
  • Home
  • TCP Realty
  • Homes Sold
  • About
  • Wills & Trusts
  • ETP
  • Blog

Office: 925.937.9866 - Mobile: 925.788.9866

Get '4 Professionals for the price of `1 TCP Realty - California's Premier Realtor®

For the cost of any one professional 

No matter the issue

 

you get:


An Estate Attorney

A Realtor® \ BRE: 01425818

Tax Consultant

Financial Planner

Get Immediate Insight to your issue

Send an email - I guarantee you will learn a lot - No Cost
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Our Approach To Holistic Planning - Creative Professional

Today's Wealth Challenges

Legacy - Real Estate

Everything is inter-connected

#1 Wealth Asset = Home

Where do you start when you are faced with ageing parents and the need to get involved in their life?  What to do with their home? Who gets what?  How?


We provide you with proven strategies to address the issues you will face.  Always  with a mind to help meet unforeseen issues.


Because you voluntarily choose to employ us, we work for you p

Where do you start when you are faced with ageing parents and the need to get involved in their life?  What to do with their home? Who gets what?  How?


We provide you with proven strategies to address the issues you will face.  Always  with a mind to help meet unforeseen issues.


Because you voluntarily choose to employ us, we work for you providing  professional recommendations and guidance based solely on your needs.


Our role is to provide our clients an array of solutions from which together we choose in accordance to their preferences. 


First, we seek to understand!

Then we seek to be understood!


#1 Wealth Asset = Home

Everything is inter-connected

#1 Wealth Asset = Home

We have decades of experience helping clients prepare for the challenges of today and tomorrow, addressing Real Estate & Financial goals. Ask us about:


  • Multiple Real Estate Holdings
  • Selling a home or Rental
  • Should I Keep it for Rental?
  • Capital Gains Tax issues
  • Property Tax issues
  • Trust Administration & Probate
  • Sharing ownership of Real Estate
  • Est

We have decades of experience helping clients prepare for the challenges of today and tomorrow, addressing Real Estate & Financial goals. Ask us about:


  • Multiple Real Estate Holdings
  • Selling a home or Rental
  • Should I Keep it for Rental?
  • Capital Gains Tax issues
  • Property Tax issues
  • Trust Administration & Probate
  • Sharing ownership of Real Estate
  • Estate planning
  • Inheritance Issues
  • Same Sex Domestic Partners
  • Co-Owning Real Estate How to Title the ownership
  •  Do you have a Living Trust?

Everything is inter-connected

Everything is inter-connected

Everything is inter-connected

We integrate all wealth management disciplines into any and all discussions, thus providing clients a complete 360 degree view of their estate.  


Real estate contains financial and legal issues.  So to Investment and financial planning contain legal issues.  A Living Trust or Will contain financial and Real Estate issues.  


Tax issues cover

We integrate all wealth management disciplines into any and all discussions, thus providing clients a complete 360 degree view of their estate.  


Real estate contains financial and legal issues.  So to Investment and financial planning contain legal issues.  A Living Trust or Will contain financial and Real Estate issues.  


Tax issues cover all disciplines.  Same for Insurance.  Young or old, we continually face a new set of problems  at different stages of in our lives.


We know there are many choices available to you, and we work diligently to ensure your complete satisfaction and trust in us.


Call us today to discover if what we have to offer aligns with your vision of success.

For families, Individuals, and Entrepreneurs

More To Consider Than Meets The Eye

Real Estate Holdings

Is Real Estate an Asset you should have today.  Can you leverage your real estate holdings and build your wealth.  Real estate as a necessary asset is more than just buying a home.  It is very complicated and requires ongoing analysis and adjustments.

Estate Planning

Creating and updating your Living Trust Estate Plan.  Dealing with an inheritance, or a Probate matter, pre-marital agreements, partnership, and more legal issues than you can imagine.  

Reviewing Home Insurance Policies

Most people never fully understand their home insurance policies.  Do you have enough coverage?  What if?


What happens if the house is not occupied when selling?  Insurance agents are there to sell you the policy....We are there to decipher and explain your policy.

Family and Inheritance Issues

People and money can sometimes be the worst combination leading to fights, lawsuits, family squabbles, disinheritance, and whole lot of other unpleasant things.  The help and guidance of an experienced Estate Transition Professional ®  can bring clarity and positive results if any are to be had in your particular situation.  The best way to find out is a FREE consultation, with no obligations, which will enlighten you more than you are today.


Estate Transition Professional® a reg. trademark

Holistic Wealth and Financial Planning

Holistic analysis of the issues - No matter the problem we can help you find your answers

Problem Solving - For Today and Tomorrow

Problems abound.  They always have been part of life itself.  Today solving problems is increasingly more difficult because you cannot reach anyone....


We provide immediate action and solutions to our individual clients, family clients, and business clients.  Everyone needs a Go-To-Guy where you trust they will be there for you when you need it.  We provide that better than anyone.  Guaranteed!

Planning for Retirement With Real Estate

How much money is enough to retire?  The needle keeps moving and the issues continue to evolve for each person.  Holistic analysis of where you are today, and how to get to your chosen destination.

Family Issues - Death or Incapacity

Wealth means having the means to live a comfortable life.  Wealth also means that your money is in the hands of multiple companies like Banks, Investment Firms, and Real Estate.  Death or incapacity creates issues of succession and control.  Today's focus on Privacy and Fraud has made companies extra careful in transferring control to successors.  Even if you have all the necessary documents.


Never venture into uncharted waters without and experienced Guide.  You will make matters worse.

Contact Us

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TCP & ETP Wealth Management

Intelligent Office, 2950 Buskirk Ave, Suite 300 , Walnut Creek, CA 94597

925.937.9866

Disclosures


The information contained in this site is for general tax guidance.  The application and impact of tax laws can vary widely based on the specific facts involved.  As such this site should not be used as a substitute for consultation with professional accounting, tax, legal or other competent advisers.  Before making any decision or taking any action, you should consult with a qualified professional.


PLEASE NOTE: The information being provided is strictly as a courtesy. When you link to any of the web sites provided here, you are leaving this web site. We make no representation as to the completeness or accuracy of information provided at these web sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, web sites, information and programs made available through this web site. When you access one of these web sites, you are leaving our web site and assume total responsibility and risk for your use of the web sites you are linking to.


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