Tag: stocks


Is a significant portion of your wealth concentrated in a single stock?

Estate planning and investment risk management go hand in hand. After all, an estate plan is effective only if you have some wealth to transfer to the next generation. One of the best ways to reduce your investment risk is … Read More »

September 6th

Estate Planning Briefs. Comments Off on Is a significant portion of your wealth concentrated in a single stock?

HOBERMAN & LESSER, LLP