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Daily Archives:Friday, February 19, 2016

Floridians Advised To Plan Estates Cautiously

February 19, 2016

According to one financial expert, the estate plans of business owners should have three distinct objectives. These include succession plans that let businesses transfer to new owners and help their original owners retain control via stock. Estate master plans should also incorporate retirement arrangements that let people and their spouses keep up their preferred lifestyles for as long as necessary and lifetime plans that transfer wealth while its owners are alive without sacrificing their control over the property.

In one example, a man who died left behind a $10.3 million C corporation overseen by one of his grown children….

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