Please watch this video before your first appointment. This video series will teach you about how property passes, together with information on wills, trusts and how to avoid probate. It will also cover the asset protection and tax savings afforded in a revocable living trust. Finally, the video will review durable power of attorneys, healthcare power of attorneys and living …
Deferred Sales Trust – What’s All the Hype?
An emerging alternative to the §1031 exchange,1 wherein the taxpayer has the opportunity to defer the gain on a sale, is a deferred sales trust (DST). Unlike a §1031 exchange, a DST does not require the taxpayer to reinvest in like-kind replacement property and is not subject to the timeline restrictions of a §1031 exchange.2 In short, a DST is an irrevocable trust that …
Hallman named Advisor of the Year
Hallman named Advisor of Year