Seven Steps to Limit Your Personal Liability Risk

Sal Dayeh, CFP® |
Wealth Planning
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You’ve worked hard to accumulate your wealth. You understand the risks associated with investing and growing your assets, and you’ve worked diligently to protect yourself with prudent diversification, rigorous manager selection, and tax-efficient strategies. However, if you’re like many high-net-worth individuals, you may think less often about the whole spectrum of other risks that can affect your financial security.

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Building a Family Collection

Wealth Planning
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Collecting is often viewed as a personal passion but it can be much more than that. Whether your collection has monetary or simply sentimental value, collecting as a family—when approached thoughtfully—can help enhance communication, teach valuable skills, and create stronger bonds.The secret is in building the “family collection” first. That is, make sure your first priority is to build communication and strong relationships within your family.

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