Collections: Rare Finds Can Become Slippery Slopes for Wealth Transfer

Key Takeaways

For many collectors, preserving the integrity of their prized possessions—and the personal values surrounding them—is a top priority.

But transferring a collection, whether during life or after death, can be incredibly complex.

Professional guidance can help ensure that the collector's vision is realized without imposing undue burdens on beneficiaries.

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

Author
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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