In this episode of Investor Education, Wayne Cooper helps explain the five types of ducments you will need for a properly planned estate.

Investor Education: Tax & Estate Planning

The Pagnato-Karp Group specializes in meeting the unique needs of the nation's wealthiest individuals and their families. We provide a holistic, tailored and innovative approach to intricate financial planning, estate and legacy strategies, liability management, philanthropic planning and comprehensive wealth management services. We work with entrepreneurs and their closely held businesses, prior to, during and after a liquidity event.

Securities offered through HighTower Securities, LLC, Member FINRA/SIPC/MSRB, HighTower Advisors, LLC is a SEC registered investment adviser.

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The Pagnato-Karp Group specializes in meeting the unique needs of the nation's wealthiest individuals and their families. We provide a holistic, tailored and innovative approach to intricate financial planning, estate and legacy strategies, liability management, philanthropic planning and comprehensive wealth management services. We work with entrepreneurs and their closely held businesses, prior to, during and after a liquidity event. Securities offered through HighTower Securities, LLC, Member FINRA/SIPC/MSRB, HighTower Advisors, LLC is a SEC registered investment adviser.

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Investor Education: Tax & Estate Planning

Investor Education: Tax & Estate Planning