Estate Planning

Estate Planning

New York vs. Florida : Tax Differences Between The Two States

The  sunshine and palm trees are not the only reasons that individuals are leaving their home states of New York, New Jersey and Connecticut. The unyielding lower taxes are drawing more and more people to migrate South…for good. Florida received more movers than any other state last year, at 566,476 people, according to data from […]

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Estate Planning is Vital for High-Net-Worth Clients

There are distinct advantages in planning over a longer period of time. So planning now, in 2019, may not only increase the likelihood of the planning working, it will also make the planning less risky and more secure. But, due to today’s political climate, timing is key. Protecting assets for tomorrow means making intelligent financial

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