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Resources

February 27, 2018

Are you old enough to remember when the idea of claiming a valuation discount for gifts or sales of limited partnership interests was new and controversial? If you are younger (like 40-something) it may be hard to imagine but back in the day, gifts of limited partnership interests discounted in value based on lack of control, limited marketability, etc. w...

December 12, 2017

When taking important steps towards safeguarding your family's financial future, you want to pass on as much as you can. This article will outline how a deferred sales trust allows you to bequeath property without worrying about stepped up value.

While working to secure the financial future of your children or loved ones, it’s natural to worry about what w...

December 12, 2017

Selling property at a high enough value to incur capital gains tax makes some reluctant to begin the whole undertaking. This article explores one solution, the Deferred Sales Trust, as a method of keeping your money when making a high-value sale.

Trying to sell an asset that’s highly appreciated is a challenging venture, even when guided by experienced, co...

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