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Tax-Efficient Strategies for Your Appreciated Assets: Stocks, Real Estate, Collectibles

Family and Finance, Financial and Business Planning, Trusts and Estates


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Man holding on to hot air balloon floating over a mazeUp, up and away! Given the big rise in asset prices since 2012 — stocks, real estate, collectibles, etc. — perhaps your finances are being lifted by “aery” capital gains that have yet to be realized, partly because you fear that selling and taking profits will mean a hefty tax bill. Wondering how to extract cash or value tax-efficiently from assets whose prices have soared? Then take a look at these two recent articles by Kristi Mathisen, Managing Director of Tax and Financial Planning at LNWM:

***Asset Rich, Cash Poor: How to Get Liquid Without Drowning in a Sea of Taxes

***Smart Giving and Gifting

What is best for your particular situation? We would be happy to discuss that with you. We offer STRATEGIC investment management, IN-DEPTH financial planning and EXPERT trust and estate planning, so you can move forward with confidence.

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