Those of us who own businesses, highly appreciated stock, commercial or residential investment real estate assets are often reluctant to sell because of capital gains taxes associated with the sale.  But what other choice do we have other than a 1031 property exchange? 

Primary Benefits:

• Tax savings: when appreciated property is sold, tax on gain is deferred until receipt of payments.
• Estate Tax Savings:  accomplishes an estate freeze for estate tax purposes.
• Maintains Family Wealth:  maintains wealth within the family.
• Estate Liquidity:  converts an illiquid asset into monthly payments.
• Retirement Income:  provides a stream of income for retirement.
• Probate Avoidance:  with proper estate planning.
• Eliminates Risks Associated with Ownership:  by utilizing this method, you have taken an asset that is liability prone and converted it to a no risk asset.

How to Proceed:

Call for more information. Specially trained attorneys and trustees are ready to take your call. Call 702.979.1337 X 254 for more information