Reef Point LLC

04/15/2025

09/11/2024

🤔Imagine this scenario: You’ve completed your DIY estate plan, feeling confident 💪that you’ve protected your loved ones from probate and its associated headaches.

But months or even years later, your family finds themselves unexpectedly 😰 entangled in the probate court process—exactly what you were trying to avoid. 😵🤦

How could this happen?

Read our blog.

Imagine this scenario: You’ve completed your DIY estate plan, feeling confident that you’ve protected your loved ones from probate and its associated headaches. But months or even years later, your family finds themselves unexpectedly ent...

09/11/2024

08/27/2024

🔒 Alert: Essential Legal Documents for Young Adults 🔒
As young adults head off to college or step into their careers, being legally prepared for any situation is key.

Join us on August 29, 2024, at 11:00 AM for a webinar that highlights the importance of having essential legal documents for 18- to 24-year-old.

These 3 documents are needed.
1. Financial Power of Attorney
2. Advanced Health Care Directive
3. DocuBank I.C.E. Card – Instant access to emergency information and healthcare directives.

🔗 Register Now: https://event.webinarjam.com/register/39/x6zk2smn

01/08/2024

🔑 Estate Planning vs. Probate: Why Choose Wisely? 🏛️

Choosing an estate plan over probate?
💰 Our living trust portfolio is less expensive than legal expenses.
⏱️ Skip the long wait! Estate plans settles things quicker.
🤫 Keep it private! Estate plans keep your affairs confidential.
💸 Get funds faster with an estate plan in place!

An estate plan is not just peace of mind, it's smart planning!

11/24/2023

Schedule an appointment with Reef Point and get ready to discuss how a Deferred Sales Trust may benefit your future.

Selling a highly appreciated asset can lead to a complex tax situation, and a team dedicated to helping you hold onto your money may be the perfect solution!

Hold onto those funds while you review your options and turn the funds into long-term income! Find out how you can benefit from a DST and achieve your financial goals by visiting Reef Point online.

https://bit.ly/2Bc8uQU

11/22/2023

Is your current investment strategy giving you second thoughts? With Reef Point, adjust your strategy and discover the opportunities a Deferred Sales Trust can bring to the table.

Business owners know how important it is to have an effective exit strategy. With a DST, you get to turn your exposed assets into a "no-liability" asset - and nothing sounds better than that!

Check us out and learn how you can keep your money in your pocket with Reef Point.

https://bit.ly/2Bc8uQU

11/20/2023

How can a Deferred Sales Trust decrease my tax bill? At Reef Point, we pride ourselves on helping our clients make informed decisions for their unique and special circumstances.

If you're getting ready to sell a highly appreciated asset or have questions on what your tax liability may be next year if you can't close on the 1031 exchange scheduled for the end of the year, contact Reef Point for more information today.

https://bit.ly/2Bc8uQU

11/17/2023

Thinking about how to make your money last after the sale of your highly appreciated asset? At Reef Point, we want you to know that a Deferred Sales Trust may be a great way to manage your capital gains tax bill.

For smart tax strategies that may offer protection for your profit, contact Reef Point and ask about how a Deferred Sales Trust can help.

Designed to help investors legally defer capital gains taxes while allowing for flexibility, a DST may be the perfect tool to help you keep your hard-earned money working for you.

Learn more about how creating a Deferred Sales Trust can help you achieve your financial goals by visiting Reef Point online. https://bit.ly/2Bc8uQU

11/15/2023

What else can your money do? Reef Point wants you to know how a Deferred Sales Trust can open up a whole new world. Savvy business owners know how to identify the right time to sell their highly appreciated assets, and Reef Point is ready to help.

Listen to your instincts when they tell you that the right time is now, and don't let the taxes eat away at your profit - contact Reef Point to see how a true DST can help you today!

https://bit.ly/2Bc8uQU

11/13/2023

Have you considered what a taxable event, like selling your highly appreciated asset, may mean to your bottom line?

Reef Point can help you calculate how much you can save using the trusted exit strategy of a Deferred Sales Trust and deferring your capital gains taxes.

Find out how you can save money as you plan with a DST. Contact Reef Point today.

https://bit.ly/2Bc8uQU