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Why Consider Florida?

Wilmington Trust |
Wealth Planning

The Sunshine State offers a host of financial and tax benefits.  Florida residents likely enjoy significantly reduced tax obligations compared to many other states. Florida does not impose a personal income tax, an inheritance tax, a gift tax, or an intangible personal property tax. The more ties you have to Florida, the more likely your

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Creative Trust Planning for Real Estate Investors and Developers

Donald P. DiCarlo Jr. |
Tax Reform
Real Estate Investor NC.jpg

Implement tax-advantaged trust strategies post tax reform. Tax reform has created major changes and opportunities for high-net-worth taxpayers, particularly those who are real estate investors and developers. The creation of section 199A brings a new, advantageous deduction to those in the real estate business. From a strategic planning perspective, real estate investors, owners, and developers

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