Florida has no state estate tax and no state income tax — which creates a false sense of security for high-net-worth families. Here is what your current plan is not solving.
Can a SMLLC be relied upon to contain a liability?
Florida’s homestead exemption is among the strongest in the country — but Florida draws a hard line on self-settled trusts. Here’s what §736.0505 actually means for high-net-worth professionals and real estate investors.
She had entities, a trust, and professionals at every stage. What she didn’t have was asset protection. When a tenant lawsuit produced a personal judgment, it reached every property, her brokerage account, and the assets inside her revocable trust.