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Reef Point, LLC

Reef Point, LLC

Deferring Recoginition of Capital Gains

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Estate Planning

What Is a Good Retirement Income for a Couple?

Reef Point LLC · July 12, 2023 ·

What Is a Good Retirement Income for a Couple? | Reef Point LLC

Retirement planning is essential to secure your financial future and live a comfortable lifestyle. However, so many struggle with knowing how and what to plan for. What is the average monthly retirement income? At Reef Point, we get this question often as clients try to ascertain how to use a deferred sales trust to supplement retirement income from their 401Ks or pensions.

4 Wealth Preservation Strategies and How To Implement Them

Reef Point LLC · June 27, 2023 ·

4 Wealth Preservation Strategies and How To Implement Them | Reef Point LLC

You invest significant resources into growing your assets, understanding that risk is always involved. However, no matter your risk tolerance level, developing wealth preservation strategies is essential in maintaining financial health now and into the future.

Transition Strategies for Family Businesses

Reef Point LLC · January 25, 2023 ·

Transition Strategies for Family Businesses | Reef Point LLC

If your family is like many who own a business, you intend to keep it in the family across generations. However, it is also an asset that offers potential security after you pass, regardless of whether the company remains in the family.

What is an Estate Tax Freeze?

Reef Point LLC · November 29, 2022 ·

What is an Estate Tax Freeze? | Reef Point LLC

An estate tax freeze is an asset management strategy by which you transfer ownership of some of your assets to your family members or other beneficiaries without triggering capital gains tax liability. Actually, the more appropriate term is estate freeze because what you’re doing is “freezing” the value of the transferred assets at their current fair market value. Their future appreciation will be attributed to your beneficiaries, not you. An estate freeze also gets the transferred assets out of your estate, thereby decreasing its value and the estate taxes it will have to pay upon your death.

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.

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Welcome

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
Costa Mesa, CA 92626
714-581-5376
info@reefpointusa.com

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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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