The Safe Harbor mission is to gain clients by educating them on the many ways to defer taxes in relation to an estate's real property, and the many ways to maintain invested in real estate, while reducing risk.

 

 There are 3 major ways to defer taxes when disposing of real estate:

1. 1031 Exchange (Forward and Reverse)

2. Private Annuity Trusts

3. Charitable Remainder Trusts

 

Each of these has their own distinct advantages and disadvantages. Please contact us, and we can discuss these options over the phone, or in person.

 

Please note - Safe Harbor Properties is not meant to take the place of an estate attorney, accountant, or financial advisor. Safe Harbor Properties will refer you to qualified parties when appropriate.

 

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