Скачать или смотреть Why Timing Matters for Estate Planning Under the Big Beautiful Bill

The Big Beautiful Bill has reshaped the estate planning landscape — and timing now plays a critical role.

Investors working with their trust and estate attorneys are facing key decisions:
Should they gift assets during their lifetime, taking advantage of the higher estate tax deduction limits?
Or should they wait for a step-up in cost basis as part of their long-term estate strategy?

With these new provisions in place, now is the time for investors to revisit their estate plans and determine which approach aligns best with their long-term goals.

Want to learn more? I'm always happy to answer any questions you or your clients may have about how to best leverage DSTs during a 1031 exchange to maximize your investment goals!
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DST investments are illiquid and can expose investors to risks including the potential loss of the entire investment principal. Past performance is not a guarantee of future results. Potential cash flow, returns and appreciation are not guaranteed.

IRC Section 1031 is a complex tax concept; consult your legal or tax professional regarding the specifics of your particular situation.

Securities offered through 1031 Securities Inc. member FINRA / SIPC