Estate Planning Team

Estate Planning Team EPT, is a membership organization. EPT members can offer their clients the Deferred Sales Trust™,

Interested in a 1031 exchange alternative for tax deferral? Learn how the Deferred Sales Trust offers tax deferral with ...
12/21/2021

Interested in a 1031 exchange alternative for tax deferral? Learn how the Deferred Sales Trust offers tax deferral with more diversification, more flexibility, and without the time restrictions of a 1031 exchange. Visit www.mydstplan.com for a free illustration.

Don't let capital gains taxes stop you from selling! If you own highly appreciated assets and have concerns about taxes,...
12/07/2021

Don't let capital gains taxes stop you from selling! If you own highly appreciated assets and have concerns about taxes, contact us today. Find out how the Deferred Sales Trust can help you defer the taxes and provide more flexibility and diversification for your financial goals.

Centaurus National Conference in Huntington Beach, CA with our founder Robert Binkele.
06/26/2016

Centaurus National Conference in Huntington Beach, CA with our founder Robert Binkele.

FINANCIAL ADVISORS AND INSURANCE PROFESSIONALS! Dana Point Yacht Club June 23, 20162pm to 4pm Wine, beer and hors d'oeu...
06/15/2016

FINANCIAL ADVISORS AND INSURANCE PROFESSIONALS!
Dana Point Yacht Club
June 23, 2016
2pm to 4pm
Wine, beer and hors d'oeuvres immediately following.

Address

45110 Club Drive, Ste B
Indian Wells, CA
92210

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

Telephone

+17607795339

Website

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