Letting Go of Assets is Hard—Paying Millions More in Taxes, Even Harder
By Mallon FitzPatrick, CFP® March 3, 2021 – Giving up control is hard. As financial planners, we hear it in clients’ voices and see it on their faces: parting with money that took a lifetime to acquire can feel like a wrenching, identity-erasing experience. It is also a potentially hazardous endeavor, as it often entails […]