Category Archive for "Deferred Sales Trust"

Understanding the Effect of Ending the Fed’s Shopping Spree

Feb 08 2010

The Federal Open Market Committee is the group of folks who run the Federal Reserve Board.  The press often refers to this…

The Downside of Owning Too Much Real Estate Equity

Jan 25 2010

For whatever reason, I’ve been working with several clients lately that have an inordinate percentage of their net worth tied up in…

Navigating Estate Tax Changes

Dec 28 2009

The estate tax is set to be repealed on January 1, 2010, as part of legislation enacted in 2001, which implemented a…

Deferring Taxes and Ending Up Financially Ahead

Dec 07 2009

Bemoaning not having sold a piece of real estate four years ago when values were higher?  What if you could sell now,…

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