Used To Be There Were Only Three Ways To Deal With Selling
Real Estate or a Privately Owned Business
Don’t Sell, and the beneficiaries inherit the real
estate or business and will not pay a capital gains tax.
You have a life time job.
The 1031 Exchange, fees are minimal, but then you still
have a life time job.
Sell and Pay the Taxes. Cuts into your Lifetime Income.
Now You Have a New Alternative!
The Deferred Sales Trust™, defers capital gains and
eliminates or minimizes estate taxes. You can now draw
income from the total sales proceeds.
Here’s How It Works:
Step 1 We have the Estate Planning Team’s Legal Network
set up your Deferred Sales Trust™
Step 2 We assist you in transferring your asset to the
Deferred Sales Trust™
Step 3 Deferred Sales Trust™ sells the
asset and there is minimal gain on the sale attributable
to the trust.
Step 4 The trust pays you an income in the increments
and frequency you specify.
Step 5 You only pay the capital gains tax when you pull
the original principal out and ordinary income tax on
the income taken out of the
Deferred Sales Trust.
Step 6 The total value of the trust can be passed estate
tax free to your heirs.
