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Gary A. Lewis,CFP®: August 2011
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Gary A. Lewis,CFP. Using Real Estate in Financial Planning. INVESTMENT REAL ESTATE SAMPLE PLAN. Consider a real estate investment over a 10 to 20 year time horizon to diversify your investments for the long term. The following spreadsheet shows the costs and tax advantages that can be gained through a real estate investment. Press Right Click on your mouse. Select Open in New Tab or New Window. Our net income is $3,430. Note: you cannot depreciate land. The numbers here are just estimates). If you have a...
garyalanlewis.blogspot.com
Gary A. Lewis,CFP®: Dynasty Trusts Let U.S. Wealthy Duck Estate, Gift Taxes Forever - Bloomberg
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Gary A. Lewis,CFP. Using Real Estate in Financial Planning. Dynasty Trusts Let U.S. Wealthy Duck Estate, Gift Taxes Forever - Bloomberg. Dynasty Trusts Let U.S. Wealthy Duck Estate, Gift Taxes Forever - Bloomberg. Dynasty Trusts Let U.S. Wealthy Duck Estate, Gift Taxes Forever. Jeffrey Thomasson, 52, may pass on more than $100 million to heirs using an estate-planning strategy for avoiding gift and estate taxes. By Elizabeth Ody - Jul 28, 2011 11:32 AM CT. 8221; Thomasson said. A dynasty trust is used to...