April 2023

Authored by Mark Lobb In the wake of the Signature Bank and Silicon Valley Bank failures, and with other regional banks potentially on the brink of collapsing, it’s worth considering what happens when a bank fails and what you can do to protect your assets. What happens to your assets and accounts when an FDIC-insured […]

A Deferred Sales Trust (sometimes abbreviated as a “DST”) can be an efficient way for a client to sell real property while also saving money on taxes.  A DST allows clients to defer the recognition of capital gain taxes to make better use of the sale proceeds by having more money available for investment opportunities