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A-B Trusts and High Net Worth Estate Planning in Florida

Business and investment strategies are designed to take advantage of the existing legal framework.  So, for example, if the U.S. tax code includes a credit incentivizing business investment in a certain area, a strategy that makes maximum use of that credit might make sense.  Estate planning, of course, is no different.  If your goal is […] Read more

A thoughtful estate plan not only reduces conflict between surviving family members, it also ensures that your wealth ends up in the right hands.  Careful planning maximizes the legacy you leave for the next generation and minimizes the transaction costs of administration and asset transfers.  Perhaps more importantly, though, a well-crafted plan is customized to […] Read more