Bob Muñoz Tax Attorney Interview, The Institute of Responsible Wealth

July 7, 2011

Frank Congilose sits down with Bob Muñoz, tax attorney at Lomurro Davison, located in Freehold NJ.

# Objectives of estate planning
# Changes in tax law
# Estate tax * Unified credit * Exemptions

# Business succession planning * Valuation * Control

# Gifting
# Asset protection
# Asset ownership


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