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Insights

Deep dive into the topics we cover with clients when navigating their journey to financial independence and beyond.

Irrevocable Trust, Estate Planning, Taxes, Legacy Wealth, QTIP Trust

Margaritaville Meets the Courtroom: What the Jimmy Buffett Estate Battle Reveals About Trusts, Taxes, and Family Dynamics

When most people think of Jimmy Buffett, they think of sunshine, salt-rimmed margaritas, and easy living. But behind the laid-back image was a savvy entrepreneur who had amassed a reported $275...

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Jimmy Buffett's Estate Faces Legal Showdown Image of Buffet

Irrevocable Trust, Estate Planning, Taxes, Legacy Wealth, QTIP Trust

Margaritaville Meets the Courtroom: What the Jimmy Buffett Estate Battle Reveals About Trusts, Taxes, and Family Dynamics

When most people think of Jimmy Buffett, they think of sunshine, salt-rimmed margaritas, and easy...

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