Quit Being a Landlord & Retire: How DST’s Help Retirees Find Time & Freedom!

Great news! Your CPA has informed you, "you will make a lot of money through your real estate portfolio...the bad news, you will have to cut a fat check to the IRS; you're getting killed on capital gains taxes and depreciation recapture." Sure, you're familiar with the 1031 Exchange Tax Code. You are at the

Top Benefits for Real Estate Investors to Spring into DST’s

Delaware Statutory Trust’s (DST’s) are legal entities that allow for fractional ownership of real estate assets by accredited investors. Beneficial interest in a DST is treated as direct interest in real estate for tax purposes, qualifying as “like-kind” property in a 1031 Exchange. Investors can defer taxes by exchanging real property for an interest in

Recession Resilience in 2021 for 1031 Exchanges

Up until 9 months ago when the Coronavirus (COVID-19) officially impacted the United States, commercial real estate investors were experiencing one of the hottest markets. Urban areas were seeing some of the highest prices in history. Seemingly overnight investors could no longer visit their replacement properties, banks pulled out of loans, & rental properties realized

2020-12-23T15:54:45+00:00December 23rd, 2020|1031 Exchanges, Asset Protection, Investments, Real Estate|

How Do You Think the Presidential Election Will Impact Your Business in Real Estate?

Today is November 6, 2020, three days post-Election Day. Like all of you, we anxiously wait as the results continue to be tallied in key states. Whatever your politics may be, we hope you're all managing your stress from Election Fatigue. How do you think the Presidential Election will impact your business in real estate?

Happy 10/31 Day

Support the Retention of 1031 Exchanges   Tell your elected officials how 1031 Exchanges have benefited you, your business, and your community. Since 1921 1031 Exchanges have been a vital part of the U.S. Tax Policy. Oppose the proposals to eliminate IRC section 1031 Exchanges in the law's present form.   Talk to Congress Today

2020-10-28T15:00:48+00:00October 28th, 2020|1031 Exchanges, Asset Protection, Tax Planning|

Choosing an Executor for Your Estate

Here’s an uncomfortable truth you need to accept. Someday-hopefully in the very distant future-you are going to die. The good news: You can make that moment easier on your heirs by taking a few simple steps. One of the best ways, financially, to prepare now for that time is to choose a person to be

Five Big Mistakes Executors Make…and How to Avoid Them

Being named the executor of a family member’s (or other loved one’s) estate is, in many ways, an honor. The decision shows that the person saw you as a highly trustworthy, capable person of integrity. But it’s also a major responsibility that can quickly become a burden if you aren’t set-up to do your job

2020-10-22T20:13:08+00:00July 28th, 2020|Asset Protection, Estate Planning, Family|

Smart Ways to Take Control of a Trust

Many successful families use Trust’s to minimize taxes, transfer wealth and protect assets from creditors and others. You may have already set-up a Trust, or you may hold an inheritance you received in a Trust that was created decades ago. Trouble is, too many families relinquish more control over their Trust’s than they need to,

2020-10-22T20:14:27+00:00July 28th, 2020|Asset Protection, Irrevocable Trusts, Wills and Trusts|

The Importance of Personal Umbrella Policies

What would happen if you or your child caused a car accident that resulted in serious injuries or the deaths of others? How would you pay for the treatment and damage of someone who was hurt in your home and claimed negligence? What happens when they claim to have suffered greatly because of the injury?

2020-10-22T20:17:00+00:00July 14th, 2020|Asset Protection, Family, Insurance, Wealth|

Preparing Heirs for Their Inheritance

Inheriting money comes with plenty of benefits. From being less worried about paying for life’s necessities to enjoying the luxuries affluence can bring, inheritors often find that many of life’s key stumbling blocks are no longer in their paths. That said, an inheritance doesn’t automatically mean a worry-free life of ease. Inheriting wealth can actually

2020-10-22T20:18:49+00:00July 13th, 2020|Asset Protection, Family, Wealth|
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