Press

Blog posts tagged with 'capital preservation'

Image of Thomas Neptune, Esq.
Avoiding Rags to Riches to Rags
Most people have heard the old adage “shirtsleeves to shirtsleeves in three generations,” where heirs squander their family’s hard earned assets over time. This scenario can be partially prevented with proper estate planning controls, such as spendthrift trust provisions, in addition to multi-generational wealth transfer strategies. One such strategy- owning rare U.S. coins- may also accomplish the elusive triad: capital preservation, growth and tax efficiency.