Collections: Rare Finds Can Become Slippery Slopes for Wealth Transfer

What’s the best way to pass on a collection? While there’s no single solution, exploring best practices can help. 

Eric Leightner
Director—Wealth Strategies

The views expressed herein do not constitute, and should not be considered to be, legal or tax advice. The tax rules are complicated, and their impact on a particular individual may differ depending on the individual’s specific circumstances. Please consult with your legal or tax advisor regarding your specific situation.

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