VanNess & VanNess, P.A.

November 2018 Archives

The investment mandate: The check and balance in trust management

Pensions are largely a thing of the past. 401(k)s and Social Security are now foundational elements of a solid retirement plan. If you are among those in Florida with significant assets, establishing a trust is another legal tool for protecting wealth and maximizing its value to you and others you might choose.

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