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DISCLAIMER: This website is intended to educate and inform. It is not intended to solicit the purchase of any product or to offer legal or tax advice, which should only be provided by recognized and credentialed experts. The information contained herein provides highlights or summaries of the various subjects related to wealth planning as an introduction only, and is not intended to provide comprehensive or complete coverage of the respective subjects or the field of wealth planning. Accordingly, additional information may be required regarding other subjects related to wealth planning and regarding legal and tax code conformance requirements that are not covered within this website. In addition, content on this website may not reflect the latest wealth planning information, which changes frequently. Any tax statements contained herein were not intended or written to be used, and cannot be used, for the purpose of avoiding U.S. federal, state or local tax penalties. Users of this website who require additional information about any content herein are encouraged to contact Preservation Capital Partners LLC for a private consultation that would include their respective legal and tax advisor.