Customizing Your Retirement Blueprint with Mark Kennedy

Customizing Your Retirement Blueprint with Mark Kennedy

Mark Kennedy is a financial advisor, he is a specialist in helping you create a blueprint that will help you grow your wealth and create and preserve more wealth in retirement. He is also the founder and president of Kennedy Wealth Management LLC, a Calabasas,...
Closing Escrow Using a Deferred Sales Trust with Susan Trujillo

Closing Escrow Using a Deferred Sales Trust with Susan Trujillo

Susan Trujillo is a senior escrow officer at Orange Coast Title in Northern California. She started her career in the late 90s. She has exclusive training in escrow specifically in Northern California. The escrow officer is the liaison between the title department or...
Deferred Sales Trust And Multifamily Deals

Deferred Sales Trust And Multifamily Deals

David Sloan is a multifamily syndicator and specialist and he’s focused on value add multifamily throughout the United States. He’s a seasoned attorney with tremendous hands-on experience in real estate. And he formerly worked with the General Counsel of...
Deferred Sales Trust | Your Lot and Parcel

Deferred Sales Trust | Your Lot and Parcel

LISTEN HERE NOW My guest created ‘Capital Gains Tax Solutions ‘to equip high net worth individuals and their trusted advisors with the Deferred Sales Trust™ tool to help them solve capital gains tax deferral limitations. The first step to a great exit and wealth plan...