Turn your Passion into Payday

Investment Management

Learn how to manage your collection like an investment. If you have a substantial collection now, or expect to build one in the future, it’s important to consider the financial side of your avocation. As your collection grows, so does its importance in your overall financial plan. Considering the financial implications shouldn’t reduce your pleasure,


Why Trusts Still Matter

Sharon Klein |
Wealth Planning

Explore the brave new world of estate planning. Planning for same-sex couples and strategies for “non-traditional” and blended families. Understanding inheritance rights and posthumous birth laws. Considering a loved one with special needs. Comprehensive estate planning allows individuals and couples to maximize control over where their assets will go upon their death— while minimizing taxes