Deferred Sales Trust News

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...

How to Combine Home Sale Gain Exclusion with a Like-Kind Exchange

Over the years, real estate has proven to be a lucrative investment for many households. And, in some parts of the country, current market values have surpassed levels seen prior to the 2008 financial crisis. If...

Can You Have Too Much Tax Deferral?

Taking steps to defer your individual federal income tax bill is often a good idea. If you expect to be in the same tax bracket in future years, lowering this year’s taxable income will postpone...

Estate Tax Planning Tips for Single People

Estate planning is an important part of your overall wealth management strategy, especially if you’re unmarried. Single parents may worry about who will care for their minor children and whether their surviving kids’ financial needs...

Using the Deferred Sales Trust™ to Rescue a Failed 1031 Exchange

Primer on the Deferred Sales Trust (DST)

If you are considering the sale of a business, corporation, or investment real estate, you may face capital gains tax associated with that sale. For the investor who does not want to continue holding investment...