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

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|

Wills and Trust’s

The Foundations of Your Rock-Solid Estate Plan   For so many of us, family is paramount. You probably expect to use your wealth to take care of your family in the here and now-health care, travel, college tuition and the like. But chances are you haven’t thought nearly as much about positioning your assets so

2020-10-22T20:15:18+00:00July 23rd, 2020|Estate Planning, Wills and Trusts|

Estate Planning: Don’t Forget Your Pet!

If you are part of the 68% of U.S. households that own a pet, you probably think of it as a true member of the family-one you love and cherish. But what would happen to that cherished family member if you were to die suddenly? Have you taken any steps to ensure the family dog,

2020-10-22T20:16:08+00:00July 23rd, 2020|Estate Planning, Family|

Elite Wealth Planning What it is and why it matters

Elite Wealth Planning What it is and why it matters Elite wealth planning often plays a key role in the lives of today's highly successful individuals and families-as well as those who are on the path toward great financial success. With that in mind, here's a closer look at just what elite

2020-10-23T14:31:07+00:00March 12th, 2020|Uncategorized|
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