Jan
02

Asset Ownership: It Really Does Matter Whose Name is on the Title

posted on January 2nd 2014 in Austin CFP Team Posts & Your Financial Advisor with 0 Comments

Historically, estate planning centered on wealth transfer. But an increased exemption and portability of the federal estate tax exemption, coupled with laws that capped damages in injury cases being struck down across the country, has caused many families and their advisors to look at wealth preservation. Wealth preservation is not just for the wealthy or […]

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