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Tom Ruggie: What Financial Advisors Should Know About Collectibles

Barron's Advisor

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Tax and Estate Planning for Collectibles

This chapter explores the tax implications of trading collectibles compared to traditional assets, emphasizing the need for individuals to track their own transactions. It also discusses the unique challenges of estate planning for collectibles, including family disputes and the importance of accurate valuations. Financial advisors are urged to engage holistically with clients about their collectible investments, addressing trends that influence client interests and the evolving market landscape.

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