Therefore, if you have a large estate and live in a state with an inheritance tax, careful asset protection planning is recommended. (insuranceandestates.com)
A comprehensive asset protection plan must take into account today's complex tax landscape, as well as your range of assets, wishes for supporting loved ones, and charitable interests. (fidelity.com)
We will explain the various methods that may be appropriate and / or beneficial and offer advice about moving forward with a solid asset protection plan. (cfli.com)