Education is very imperative to us – we focus on making sure that our clients are fully vetting a financial opportunity from every angle. It’s important to us that our clients feel comfortable and confident with not only DSTs, but our process, due diligence, and the partners/sponsors that we work with. We are deHave you heard of Delaware Statutory Trusts, but still have questions? Last week we discussed the potential advantages of a DST[KB1] . In this week’s blog we’re answering the top 6 DST questions we get asked regularly. dicated to helping you navigate this opportunity with ease and knowledge.
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Education is very imperative to us – we focus on making sure that our clients are fully vetting a financial opportunity from every angle. It’s important to us that our clients feel comfortable and confident with not only DSTs, but our process, due diligence, and the partners/sponsors that we work with. We are dedicated to helping you navigate this opportunity with ease and knowledge.
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You have decided to do a 1031 exchange and sell your property, invest that money into another property in order to defer the federal capital gains tax, state capital gains tax, and depreciation recapture tax, but are you aware of some of the very important points when considering a DST exchange?
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Are you losing sleep about having the chase down tenants for rent, fixing the broken disposal, maintain the value of your property and wonder if it will provide a return down the road? If so, then you may want to explore the potential benefits of exchanging into a Delaware Statutory Trust.
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Investing in rental properties is a time-tested strategy, but when you're ready to get out of the grind, you could face a big tax bill. Here's one escape route. There is a major dilemma facing many Baby Boomer investors today. Their successes in real estate have produced a failure in quality of life. What is the problem, and is there a solution?
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Diversifying your funds among different types of investments is an important way to minimize your investment risks. It can also play a large role in the return you can expect. In fact, how you allocate your investments among asset classes (stocks, bonds, mutual funds, etc.) may be the most important factor, by a significant margin, in determining portfolio performance. That means making asset allocation choices should be one of your first steps in the investment process.
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Life insurance can play an important role in your estate plan. It is often necessary to support your family after your death or to provide liquidity. Not only do you need to determine the type and amount of coverage you need, but also who should own insurance on your life to best meet your estate planning goals.
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There is a major dilemma facing many Baby Boomer investors today. Their successes in real estate have produced a failure in quality of life. What is the problem, and is there a solution? Let's start with the problem: a "good problem" to have. Twenty to 40 years ago, you bought rental real estate, maybe a small apartment complex or several rental houses. This can be a great strategy to build wealth for someone in their earlier years of investing. But as I advise my own clients, owning actively managed real estate is best for a season of your life, but not for the duration of your life.
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In order to plan realistically for the future, you need to have a clear understanding of what money you need when you retire. This will include the cost of living and special activities you will have. It is estimated that you will need to replace about 80% of your pre-retirement earnings in order to keep the standard of living you have been used to.
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The federal government imposes a substantial tax on gifts of money or property above certain levels. Without such a tax someone with a sizable estate could give away a large portion of their property before death and escape death taxes altogether. For this reason, the gift tax acts more or less as a backstop to the estate tax. And yet, few people actually pay a gift tax during their lifetime. A gift program can substantially reduce overall transfer taxes; however, it requires good planning and a commitment to proceed with the gifts.
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