Estate Planning with Illiquid Assets

Estate Planning with Illiquid Assets

One of the trickiest items that we must deal with as estate planners is to help clients transfer illiquid assets. Illiquid assets can include: retirement plans ownership in a family business real estate collectibles (such as artwork, baseball cards and comic books) expensive vehicles and even animals (such as thoroughbreds and show pets) Illiquid assets are tricky […]