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Whom Should I Choose as my Trustee?

Wealth Planning

When selecting a trustee, be sure you understand all of the duties required before you name someone who may not be ready to take on the task.It’s not just about honesty and integrity, but also about understanding complex tax, administrative, and regulatory issues.Friends and relatives may not have the time, resources, and knowledge to effectively carry out your wishes.Corporate trustees offer stability, experience, and the skills required to manage your trust.

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Single-Stock Diversification Strategies

Investment Management

Learn how to limit risk and save taxes when diversifying a concentrated stock position.A portfolio that is top-heavy in one security poses tremendous downside risk, so it’s critical to employ diversification strategies.These strategies can help an investor hedge, monetize, and diversify out of a concentrated equity position while deferring capital gains tax.

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