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Reef Point, LLC

Deferring Recoginition of Capital Gains

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Estate Planning

If You Abandon Your Estate Plan, It Likely Will Abandon You When You Need It Most

Reef Point LLC · February 1, 2022 ·

If You Abandon Your Estate Plan, It Likely Will Abandon You When You Need It Most | Reef Point LLC

Horror stories abound about all the ways estate plans can go awry. Here is another one, this time featuring abandonment as the main character.

Who Makes Up the DST Estate Planning Team?

Reef Point LLC · October 5, 2021 ·

Who Makes Up the DST Estate Planning Team? | Reef Point LLC

When you desire to sell one of your highly appreciated assets and also wish to defer payment of capital gains taxes through utilization of the Deferred Sales Trust (DST), the first step of the process consists of meeting with the Estate Planning Team. But who exactly are the members of this elite professional team?

Top 5 Mistakes When Naming Beneficiaries of Insurance Policies

Reef Point LLC · September 23, 2019 ·

Top 5 Mistakes When Naming Beneficiaries of Insurance Policies | Reef Point LLC

Naming the beneficiaries of an insurance policy seems likes an easy thing to do. If a person is married, the spouse is the beneficiary. The children are often named as contingent beneficiaries. If a person is not married but has children, the children are often named as first beneficiaries. Usually, these are the people that life insurance is intended to benefit, however, without knowing or considering the consequences of the beneficiary designation, the policy holder’s intended goals may be thwarted.

Should You Distribute Your Estate Equally Among Children In Unequal Circumstances?

Reef Point LLC · August 19, 2019 ·

Should You Distribute Your Estate Equally Among Children In Unequal Circumstances? | Reef Point LLC

Review this Reef Point case study about distributing your estate among children in unequal circumstances. This article gives some common solutions to distributing your estate to your children.

Is My Living Trust Obsolete?

Reef Point LLC · June 18, 2019 ·

Is My Living Trust Obsolete? | Reef Point LLC

A revocable living trust is a valuable tool to protect and preserve your assets both for you, your children and future generations. A living trust can help you avoid the unnecessary costs and delays associated with Probate and can help you minimize or avoid estate and inheritance taxes.

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Reef Point LLC was founded by Gregory H. Reese who is one of only 13 Trustees in the US for Deferred Sales Trusts.

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3525 Hyland Ave., Suite 145
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As an authorized and approved Trustee for the Deferred Sales Trust and Member of the Estate Planning Team (EPT), Reef Point, LLC promotes the use of the Deferred Sales Trust™ or other estate planning techniques and is not responsible for recommendations made by other members of the Estate Planning Team, including the Deferred Sales Trust or other tax, legal or estate planning strategies.

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