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Featured Advisor

Asset Preservation Advisors


State: GA

APA’s philosophy is to work closely with our clients to develop an in-depth understanding of their unique needs and objectives. We then customize a municipal bond portfolio that best meets their specific goals and needs. APA manages high quality municipal bond portfolios in four strategies: Short-Term, Intermediate-Term, High Income, and Taxable.

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October 18, 2012 Fact of the Day

A return to the high tax laws enacted in 2001 would cause many individuals with estates of $1 million or greater to create trusts in an attempt to shelter their assets from high estate taxes.