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6901 Professional Parkway Suite 104
Sarasota, FL 34240

(800) 330-4248

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1653 Sun City Center Plaza
Sun City Center, FL 33573

(813) 633-7333

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Private Wealth Management For Select Individuals


Estate Planning

  • Characteristics and consequences of property titling
  • Methods of property transfer at death
  • Gifting strategies
  • Gift tax compliance and tax calculation
  • Incapacity planning
  • Estate tax compliance and tax calculation
  • Sources for estate liquidity
  • Use of life insurance in estate planning
  • Marital deduction
  • Intra-family and other business transfer techniques
  • Deferral and minimization of estate taxes
  • Generation-skipping transfer tax (GSTT)
  • Postmortem estate planning techniques
  • Estate planning for non-traditional relationships