Deferred Sales Trust News
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Top 5 Mistakes When Naming Beneficiaries of Insurance Policies
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...
Should You Distribute Your Estate Equally Among Children In Unequal Circumstances?
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.
The Tale of Two DST’s – Delaware Statutory Trust vs Deferred Sales Trust
The Delaware Statutory Trust and Deferred Sales Trust are entirely different. The Delaware Statutory Trust, is a form of passive ownership in real estate. The other, the Deferred Sales Trust, is a legal and tax...
The Tale of Two DSTs – Delaware Statutory Trust vs Deferred Sales Trust
Many people who own or would like to own investment real estate may be familiar with the abbreviation “DST.” It is entirely possible that they could be exposed to two differently described DSTs and wonder...
Is My Living Trust Obsolete?
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...
Deferring Capital Gains – Opportunity Zone Investing v. The Deferred Sales Trust ™
For years the 1031 exchange (like-kind exchange) has been one of the most tax efficient investment vehicles available to real estate investors. However, two lesser-known vehicles are giving the 1031 exchange a run for its...
Estate Planning 101: An Introduction
It’s important for you to understand what the word “estate” means so that you do not underestimate the broad scope of the term. The “estate” consists of all the property a person owns or controls....
Five Reasons to Update Your Estate Plan
Let’s assume you are among the approximately 30% of adults who have done the prudent thing and established your Estate Plan. Perhaps you simply created a Will. Have you had it professionally reviewed in recent...