Do you recommend / offer a Deferred Sales Trust?

  • We work with 3rd party providers that offer this service. Typically, it costs around 1.5% of the value of your transaction to set up, and around 1.5% a year to maintain. We offer a variety of other strategies that may be a better fit depending on how long you plan on holding your money within the Deferred Sales Trust, but you would need to speak with our CPA to get the full detail on that.