4 Elements of an Estate Strategy
Learn about the importance of having an estate strategy in this helpful and informative video.
Have A Question About This Topic?
You may have heard the phrase "tax-loss harvesting." A financial professional may be able to provide some guidance.
Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
If your clients are buying or selling a home, use this to help them determine if they qualify for capital gains taxes.