Ten Minute Interview: Estate Planning for Personal Collections

Overview

To develop an effective succession plan for your personal collections and tangible assets—including art, fine jewelry, wine, and antiques—you must understand their monetary value. In this ten minute interview, Natalie Annis and Brian Lucareli discuss estate planning for personal collections and the additional tax considerations that apply to the transfer of tangibles, whether during one's lifetime or at death. 

Advisor Thinking