There's a better way.
Equitably dividing assets with both emotional and monetary values is a challenge for any family going through divorce or estate settlement - so we're thrilled that our tips for facilitating equitable distribution were published in the winter issue of the Journal of Estate and Tax Planning published by the National Association of Estate Planners & Councils. Sharing our methodology and experience with hopes that the process of dividing objects among family members becomes more open, objective, and democratic.
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In an interview for Northern Trust, Wealth Advisor Stacy Singer describes the nuanced and often challenging path to estate resolution when valuable, one-of-a-kind objects are passed down to heirs. She offers her four strategies for navigating wealth transfer involving valuable fine art and collectible objects, which align directly with our holistic approach to collection management. In this post, we drill down the four key elements of this wealth planning strategy for art.