DST Highlights and Case Studies Replay the webinar hosted by Greg Reese of Reef Point, Inc … Continue Reading about [Video] Building the Bridge with Client’s CPA or Personal Attorney
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Estate Planning & Taxes
Top 5 Mistakes When Naming Beneficiaries of Insurance Policies
Protecting Your Goals and Your Loved Ones Naming the beneficiaries of an insurance policy seems likes an easy thing to do. If a person … Continue Reading about Top 5 Mistakes When Naming Beneficiaries of Insurance Policies
Should You Distribute Your Estate Equally Among Children In Unequal Circumstances?
Sample Case Study: Client in their mid 80’s with an estate of approximately $9,000,000. Children are three daughters in their early … Continue Reading about Should You Distribute Your Estate Equally Among Children In Unequal Circumstances?
Is the Deferred Sales Trust Too Good To Be True?
By Greg Reese Authorized and Approved Trustee for the Deferred Sales Trust Sellers of highly appreciated assets including owners of real property and businesses are keenly aware of the tax ramifications of selling … Continue Reading about Is the Deferred Sales Trust Too Good To Be True?
[Video] DST Highlights and Case Studies
DST Highlights and Case Studies Replay the webinar hosted by Greg Reese of Reef Point, Inc … Continue Reading about [Video] DST Highlights and Case Studies
Sharable DST Explainer Video and Case Study Flyers
Explaining a Deferred Sales Trust, DST, to someone for the first time can be a challenge. Installment sales are not such a new idea. Applying them to large transactions for avoiding massive capital gains tax, using … Continue Reading about Sharable DST Explainer Video and Case Study Flyers