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Who Doesn’t Like A Good Discount?

For Immediate Press Release: March 2016

Published By:  Tony Garvy, ASA 

One of the economic benefits of proper tax planning:  One of the many reasons to engage in estate and general tax planning is to transfer assets and future economic benefits to one’s beneficiaries. High net worth individuals and families who plan ahead and work with knowledgeable advisers, including estate planning attorneys and business appraisers, are often dramatically rewarded by techniques that take
advantage of discounts.

Naples Daily News | Estate Planning Article