Jan 30, 2024
By Jessica Lanning, JD, CFP® The holiday season is here. This should catch no one by surprise. Yet, it does. I learned long ago to manage my energy amid all the craziness – the parties, the shopping, the spending, the sugar, the alcohol, the daylight hours...
Jan 25, 2024
What are the Long-Term Financial Benefits of Using a Deferred Sales Trust? Making a million-dollar sale is a huge accomplishment. Unfortunately, capital gains taxes can be astronomical. Luckily, there are options to help you get the most out of your money. Moving your...
Jan 25, 2024
By Jessica Lanning, JD, CFP® This blog is for those of you who find yourself down a rabbit hole at the mention of a “better way” to invest. It goes something like this… As I was booting up to ski last week, this was the (paraphrased) conversation going on...
Jan 25, 2024
A Deferred Sales Trust (DST) is a way to defer capital gains tax for high-value asset transactions. While a DST is a solid strategy, there are some common myths and misconceptions about how they work and how beneficial they can be. Understanding how a DST can help you...
Jan 9, 2024
What is a DST? A Deferred Sales Trust (DST) is a financial structure which allows individuals to defer paying capital gains taxes on a large sales transaction. When you sell a piece of property or other high value asset, you need to report the sale on your tax return...
Dec 17, 2023
By Jessica Lanning, JD, CFP® Some years I get an in-depth lesson on something I knew only generally. This year? I have had three clients – and working with a fourth – who are making disability claims. While I encourage my clients to have disability insurance,...
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