General FAQ (23)

Welcome to our comprehensive Knowledge Base, designed to address the most common queries and concerns you may have about our products, services, and policies. Whether you're a new customer seeking information or a returning client looking for clarification, our FAQ section aims to provide clear, concise, and accurate answers to your most pressing questions.

Is the Deferred Sales Trust an Insurance product?

Created by Client Experience Team, Modified on Wed, 15 May, 2024 at 2:20 PM by Client Experience Team
Sounds too good to be true?

Created by Client Experience Team, Modified on Wed, 15 May, 2024 at 2:20 PM by Client Experience Team
Can I use my Deferred Sales Trust to get back into a primary home capital gains tax-deferred?

Created by Client Experience Team, Modified on Wed, 15 May, 2024 at 2:24 PM by Client Experience Team
Can the Deferred Sales Trust save a failed 1031 exchange?

Created by Client Experience Team, Modified on Wed, 15 May, 2024 at 2:24 PM by Client Experience Team
Why Use the Deferred Sales Trust instead of a 1031 exchange?

Created by Client Experience Team, Modified on Wed, 15 May, 2024 at 2:24 PM by Client Experience Team
Why Use a 1031 Exchange instead of the Deferred Sales Trust?

Created by Client Experience Team, Modified on Wed, 15 May, 2024 at 2:25 PM by Client Experience Team
I'm just a business owner or other asset owner and was not planning on doing a 1031 exchange...What are my options?

Created by Client Experience Team, Modified on Wed, 15 May, 2024 at 2:26 PM by Client Experience Team
Is the DST included in my taxable estate?

Created by Client Experience Team, Modified on Wed, 15 May, 2024 at 2:28 PM by Client Experience Team
What happens if I die?

Created by Client Experience Team, Modified on Wed, 15 May, 2024 at 2:28 PM by Client Experience Team
How should I report this to my CPA for my Personal Tax Return?

Created by Client Experience Team, Modified on Wed, 15 May, 2024 at 2:35 PM by Client Experience Team