The heirs of actor James Gandolfini, best known for playing mobster Tony Soprano, aren’t likely to be too happy with his tax advisors.
The actor left 80% of his $70 million estate to relatives other than his wife, creating an estimated $30 million federal and New York tax bill.
You can read all about it here.
Jim Lorenzen is a CERTIFIED FINANCIAL PLANNER® professional and An Accredited Investment Fiduciary® in his 21st year of private practice as Founding Principal of The Independent Financial Group, a fee-only registered investment advisor with clients located in New York, Florida, and California. He is also licensed for insurance as an independent agent under California license 0C00742. IFG helps specializes in crafting wealth design strategies around life goals by using a proven planning process coupled with a cost-conscious objective and non-conflicted risk management philosophy.
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