Forms of Property Ownership in Estate Planning – March 2022

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Historically, estate planning centered on wealth transfer, but many families and their advisors have started to look at wealth preservation.  Why?  Because increase and portability, coupled with laws that capped damages in injury cases being struck down across the country, has made this option more appealing.

Wealth preservation is not just for the wealthy or for people in high-risk professions, such as doctors and lawyers.  Consider the laws of California, Florida and other states that make parents

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