Private Wealth Management
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The SLAT is a type of irrevocable trust used to transfer wealth outside your estate in which one spouse creates a trust for the benefit of the other spouse and his/her heirs.
Read moreEstate planning is all about your legacy. A well-planned estate plan is one that meets your goals and avoids unnecessary costs, delays, and conflicts.
Read moreThe Opportunity Zone program was established under the sweeping Tax Cuts and Jobs Act. The initiative created defined opportunity zones which offer significant potential tax breaks to individuals and companies who invest in selected urban and rural areas that meet income or poverty thresholds.
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