Episode 43 - The Hidden Risks of Collectibles: What Every Executor Needs to Know with Steven Joe

When it comes to estate planning, unique assets like fine art, vintage wine, rare watches, and even Egyptian antiquities come with more than just sentimental value - they come with complications. In this episode of Your Estate Matters, Nicole and Greg are joined by Steven Joe, Senior Financial Planner at Assante Financial Management, who dives deep into the world of collectible wealth.From $5,000 bottles of spoiled wine to heirs feuding over doilies, Steven shares real-life stories and expert advice on how to preserve, protect, and pass down your prized possessions without creating chaos. Tune in to learn how to avoid the hidden pitfalls of alternative assets and why gifting with a “warm hand” might just save your legacy.--Follow Steven Joe:Website - https://stevenjoefinancial.com/LinkedIn - https://www.linkedin.com/in/steven-joe-cpa-ca-cfpFollow Heritage Trust:Instagram - https://www.instagram.com/heritagetrustbc/Website - https://heritagetrustcompany.ca/ Get the Essential Estate Planning Checklist for Canadians:https://www.estateclub.ca/estate-planning-checklist

There are no comments yet.

Please log in to write the first comment.