panning question: Best strategy for estate plan:
Facts: (1) Married, age 68, never divorced, good marriage, three married daughters
Assets: Sub S Corporation solely owned by me: Owns real estate, 3,000 sq. foot
building in Largo, FL, $550,000, leased to 5 tenants, plans are to retain
ownership, owns 6 parcels of in NC, $800,000.00, owns home/office in NC,
Assets: Personal: Wife owns home Largo Florida, $425,000, brokerage account
$400,000 jointly owned husband-wife
Summary: I carry excess auto and real property liability insurance, have considered joint trust package, LLC for real property. Will await you reply.
C. M. C.