What Is an Estate and What Planning Is Involved? 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. Examples of the more well-known items include personal property, real estate, bank accounts, insurance policies, business … [Read more...] about Estate Planning 101: An Introduction
Archives for May 2019
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 money. One is the Opportunity Zone and the other is the Deferred Sales Trust. The opportunity zone allows you to defer the taxes on the gains from your … [Read more...] about Deferring Capital Gains – Opportunity Zone Investing v. The Deferred Sales Trust ™