How to Navigate Assets That Are Based in Multiple States
Odds are that your high net worth client is making a state like FL or TN their permanent residence but will still own physical property/assets here. They may also have a family lake house in WI that they want to include in their estate plan. Now what?
Our lead panelist is Donna Hartl, Donna is the Tax Group Chair at Roetzel and Andress and specializes in the areas of tax, estate planning, probate, and nonprofits. Her team includes professionals based in FL whom she will draw on during our conversation.
Come to this FVEPC meeting to hear from our panelists about the opportunities and pitfalls these scenarios can create!