Ed Woolery

Ed Woolery Email and Phone Number

Deferred Sales Trust™ Consultant at The Estate Planning Team @ DST Wealth Management, LLC
45110 Club Dr,
Ed Woolery's Location
San Diego County, California, United States, United States
Ed Woolery's Contact Details

Ed Woolery work email

Ed Woolery personal email

About Ed Woolery

If capital gains tax prevents you from selling your property, you may want to consider the Deferred Sales Trust™. This tax code compliant program provides you with an income for life from asset proceeds. With additional planning you can even transfer the balance of the trust to your heirs - income tax, probate and estate tax free.

Ed Woolery's Current Company Details
DST Wealth Management, LLC

Dst Wealth Management, Llc

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Deferred Sales Trust™ Consultant at The Estate Planning Team
45110 Club Dr,
Website:
dstwm.com
Employees:
8
Ed Woolery Work Experience Details
  • Dst Wealth Management, Llc
    Founder And Ceo Of Dst Wealth Management Llc
    Dst Wealth Management, Llc Apr 2019 - Present
    45110 Club Dr. Suite B Indian Wells, Ca 92110
  • The Estate Planning Team
    Dst Consultant
    The Estate Planning Team Jun 2011 - Apr 2019
    Greater San Diego Area
    Those of us who own businesses, corporations, and commercial or residential investment real estate assets are often reluctant to sell because of capital gains taxes associated with the sale. But what other choice do we have other than a property exchange directed by a Qualified Intermediary? Is there another way to deal with the capital gains tax deficits that so many investors experience when they sell their real estate assets? The answer may lie in the Deferred Sales Trust™.This capital gains tax deferral tool could save you thousands of dollars, and at the same time, you would then have the opportunity to potentially make a profit on the money you would have paid to Uncle Sam in the year of the sale. Obviously, this strategy is gaining popularity among those who have highly appreciated assets that are marked for sale. You too can potentially take advantage of this program once you understand how it works.For a complimentary tax savings analysis on a commercial or investment property, or a stock or a business you own, please go to www.mydstplan.com/ed and fill in the questionnaire.

Ed Woolery Skills

Investment Properties Real Estate Investments Investors Real Estate Transactions Commercial Real Estate Sales Management Real Estate Economics Marketing

Ed Woolery Education Details

Frequently Asked Questions about Ed Woolery

What company does Ed Woolery work for?

Ed Woolery works for Dst Wealth Management, Llc

What is Ed Woolery's role at the current company?

Ed Woolery's current role is Deferred Sales Trust™ Consultant at The Estate Planning Team.

What is Ed Woolery's email address?

Ed Woolery's email address is ew****@****ept.com

What schools did Ed Woolery attend?

Ed Woolery attended Michigan State University, The John Marshall Law School.

What skills is Ed Woolery known for?

Ed Woolery has skills like Investment Properties, Real Estate, Investments, Investors, Real Estate Transactions, Commercial Real Estate, Sales, Management, Real Estate Economics, Marketing.

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