Leaving Your Lasting Legacy
Want to do more with your wealth? You might want to consider creating a charitable foundation.
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If your clients are buying or selling a home, use this to help them determine if they qualify for capital gains taxes.
Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.
You face a risk for which the market does not compensate you, that can not be easily reduced through diversification.