Individual And Family Real Estate Planning & Gifting To request a consultation, please complete the form below. If you are a human and are seeing this field, please leave it blank. Fields marked with an * are required First Name * Last Name * Daytime Phone * Evening Phone * Email * Choose an option that best describes you. * Individual or Family Small Business/Corporation Charitable Organization Financial Advisor or CFP Real Estate Agent Accountant or CPA Attorney Other Contact me about a possible donation. I am interested in the following real estate topics. Choose all that apply. Real Estate Portfolio Evaluation and Beneficiary PlanningReal Estate Investments and Tax StrategiesBuying and Selling Real Estate PortfoliosReal Estate Succession PlanningReal Estate or Complex Asset Gifting AssistanceGenerosity Planning Referred to Walter Joseph Group by Message