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Disclaimer: This information is designed to provide a general overview with regard to the subject matter covered and is not state specific. Nothing contained herein should be considered investment, insurance, tax, or legal advice. Views expressed are not an offer to buy or sell. Investment advice and planning services can only be given after an analysis of an individual’s situation and only where First American Trust of Central Florida (First American Trust OCF) is registered or exempt from registering. First American Trust of Central Florida is not a trust company or bank. First American Trust of Central Florida IS NOT affiliated with First American Title Insurance Company or any other entity using “First American”. We are not tax advisors. We are not attorneys. We will not provide investment, tax or legal advice. Please consult your investment advisor, tax preparer, CPA or legal professional for these matters.