Tag Archives: Stock

Wealth Transfer and How it Affects You

1. Too Much Joint Property. To some affluent individuals their “simple solution” to the transfer of their wealth is to have it all titled in joint name. This “simple solution” can cost hundreds and result in costly tax and non-tax … Continue reading

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Recommended Community – Fiddler’s Creek

Fiddler’s Creek :: Naples, Florida Fiddler’s Creek is a master-planned luxury residential community, to be comprised of nearly 100 distinct neighborhoods upon completion. Less than one-third of the land at Fiddler’s Creek will be developed for residential use, while the … Continue reading

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