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Monthly Archives: October 2023

Do you have a Second Home?  Then You could have a QPRT (Qualified Personal Residence Trust)

October 2, 2023      Schenley Capital

Our clients recently came to us to manage their family’s portfolios. They are nearing retirement and are concerned about taxes. They mentioned that they had just bought a beautiful home on the Isle of Palms in South Carolina near Charleston. They thought it was the place for them to retire and a convenient place for Read More

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