Category Archives: Wealth Preservation
Five Estate Planning Strategies To Preserve Your Wealth
You have spent a great portion of your life accumulating wealth and assets. It is critical to have an estate plan in place that protects all of your property, so it is not subject to unnecessary taxes, creditor claims, and other factors that can chip away at your loved ones’ inheritances. Below, our St…. Read More »
Five Florida Tax Based Estate Planning Tips
You’ve worked hard to build wealth. When it comes to your estate planning, certain tax moves could really benefit your estate. The Tax Cuts and Jobs Act, signed into law on December 22, 2017 changed the game when it comes to tax planning. Some of these changes are temporary and some are permanent. The… Read More »