August 2022: Your Money Matters

August 2022: Your Money Matters

July 27, 2022

Our Your Money Matters Newsletter features how the right executor can help ensure the distribution of your assets with ease, a few tax rules on donating art, choosing between global and international funds, and tips for insuring your second home. Hope you enjoy, and as always, reach out with any questions. Have a great day! 

And the Executor Is
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
Donating Art: Taxation Abstraction
The tax rules that govern donating art are complex and confusing. Take a closer look.
Global and International Funds
Investors seeking world investments can choose between global and international funds. What's the difference?
Insuring Your Second Home
There are unique risks of owning a second home and obtaining the proper coverage may protect you from financial risk.