As a Certified Financial Planner™ the first thing we need to address when speaking with a client is mitigating their risk and the use of living trusts is one way in which we can do so, especially when it comes to real estate.I do not want to get into too many details here but there are many different types of trusts used for a number of different purposes.

At the same time, real estate has been overlooked by many traditional financial planners, who don't understand it or haven't been trained in it.

Grandson wants investment or to live in the house.I would Strongly suggest you get a tax planner or a CPA involved in this one.

Hello,   New to BP, I'm looking for an accountant and Financial Planner that believes and works with individuals with rental property in the WA State area. 

You walk in to city hall and sit down with a planner and they will review your property, codes and let you know exactly what you need to do.

In my experience no city planner or dept. worth their salt will ever pre-commit themselves on zoning matters, particulary when there's a zone change.

There could be some big tax consequences with any transfer into your name so I would suggest you speak to an account or estate planner if that hasn't been figured out already.

Great realtor to back into values2. builders to get idea of vertical sq ft costs3. land planner/ engineer for the city county state permitting process.So I find out the big rocks.. then hone in a property that seems good.put it into contract .. then I hire a consulting engineer land planner to do a feasablity study.. if your an existing bigger client they usually do them for free .. in exchange to get your work.but most likely you will have to pay for it.. 5 to 10k is what you can expect.this will include what needs to be done for regulatory approvals.will include environmental hurdles IE who you have to hire / do yo need a wetlands study etc.basic take off on infrastructure costs..

I would think reaching out to party planners, wedding planners, photographers, and maybe schools, churches, synagogues and youth groups might be a good place to start. 

A talk with their estate planner would be a good discussion for them to have.