What Are Income Replacement Strategies To Use When Your Clients Are Exit Planning?
Business owners ready to sell their business can often see a windfall of money. For some, this windfall might be plenty to live on during retirement. But others may want or need to find other income-generating strategies to replace their business income. In this article, we’ll review a few income replacement strategies for exit planning.
Is a Delaware Statutory Trust (DST) a Pass-Through Entity?
Investors often have questions about tax considerations related to DSTs (Delaware Statutory Trusts), including whether these trusts are pass-through entities.
How to Activate Springing Power of Attorney
Some people rest easier knowing they are prepared for unexpected incidents that could leave them unable to take care of themselves. Others prepare for adverse conditions in their future as they age by creating an estate plan that includes a springing power of attorney.
Is a Delaware Statutory Trust (DST) a Legal Entity?
Yes, a Delaware Statutory Trust (DST) is a separate legal entity from its investors. This means that the trust's assets are not subject to the personal creditors of the investors, and the investors are not personally liable for the trust's debts. DSTs are also considered to be pass-through entities for tax purposes, which means that the investors only pay taxes on the income they receive from the trust, not on the income of the trust itself.
Investing in Gross Lease vs Net Lease - What You Need to Consider
Commercial leases generally fall into two categories — gross and net, with net leases being the most common. These two leases are very different. Let's dig into the details to see what you should know about both.
Do Investors Own the Property in a Delaware Statutory Trust?
The Delaware Statutory Trust (DST) is a legal entity formed in the state of Delaware. The idea behind this structure is that the trust buys and manages real estate assets. Accredited investors then purchase fractional shares of that trust.
What Should You Do When Your Client Wants to Retire from Real Estate?
For many, real estate ownership can be an effective investment strategy. Real estate doesn’t typically correlate with the market and can provide a hedge against inflation. As such, real assets could help balance portfolios, while providing ongoing cash flow.
What Are the Advantages of Investing in a Delaware Statutory Trust in California?
Delaware Statutory Trusts (DSTs) can offer several advantages to California investors. These can include:
Is There a One-Time Capital Gains Exemption?
Selling highly appreciated real estate can be a significant financial windfall for real estate investors and property owners.
What Financial Planning Clients Wish Their Advisors Knew About Investment Real Estate
As an investment and financial advisor, you significantly influence the decisions your clients make about investing. They trust you to know the market's ins and outs and craft your recommendations with their best interests in mind. You can undoubtedly guide your clients toward achieving their goals for retirement, philanthropy, and giving as well as maintaining their financial health.
