Careful estate tax planning maximizes the legacy you leave for the next generation and minimizes the transaction costs of administration and asset transfers, and when planning concerns high net worth estates, tax planning becomes critical. With substantial tax exemption changes on the horizon, there is now an even greater sense of urgency to take advantage […] Read more
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
