The Rob Napolitano family is thrilled to be expecting…..
A Boy!
Baby Nap Is A…
January 31, 2024
Recent Insights
Look out, here comes Jim Cantore
In SW Florida, seeing Jim Cantore in person isn’t always a welcome sight. While many of us self professed weather geeks love watching him and all of the other natural wonders showcased on The Weather Channel, when he shows up in your town you know you’re in for a rough time ahead. Jim is now…
Market Update: October 2024
The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. Legal counsel should be consulted for specific advice or recommendations about any individual’s personal legal circumstances. Investment and financial planning advice offered through US Financial Advisors, a Registered Investment Advisor.
How Alternative Investments Fit Into Estate Plans
By Alex Weiss CFP® | President & Wealth Advisor Alternative investments can create friction in the conversation about estate planning. When someone is looking to fund their estate plan, we need to consider how tax liabilities will be funded. Now take alternative investments like privately held businesses, and you encounter a number of variables that…
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