Tax Prep, Planning & Strategy
Is a significant portion of your wealth concentrated in a single stock?
Estate planning and investment risk management go hand in hand. After all, an estate plan is effective only if you have some wealth to transfer…
https://wcscpa.com/wp-content/uploads/2018/09/file-2.jpg 292 560 wcscpacom /wp-content/uploads/2020/06/1x-logo-no-tagline.png wcscpacom2018-09-06 21:02:232020-10-15 02:21:56Is a significant portion of your wealth concentrated in a single stock?