As we age, we tend to lose some of our cognitive abilities-and that, in turn, can cause us to make financial decisions that aren’t in our best interests. Commonly, people experience a degradation of financial decision-making abilities and “mental sharpness” beginning sometime in their 60’s or 70’s. When you consider that there are some 10,000
Creating Tax-Free Liquidity with a Delaware Statutory Trust The incentive of a 1031 Exchange is to allow a taxpayer to defer 100% of their capital gains tax liability when selling an investment property. But what are you to do if you would like to take cash out at the sale of your property? Can you
A Case Study on the Tax-Advantaged Power of a Delaware Statutory Trust The year is 2002, and it is the beginning of a story about the American Dream. Two first-generation American brothers had achieved the pinnacle of success their immigrant parents had always dreamed of. They had worked through college and med school to become
