Many clients hold concentrated wealth in stock, real estate, or a business, but capital gains taxes keep them stuck.
In a recent article for NAPFA Advisor, Katherine Silk and I explain how the asset diversification trust allows clients to:
- Sell without triggering upfront capital gains tax
- Reinvest the full pre-tax proceeds
- Secure long-term income for themselves and their families
This strategy helps advisors stand out while adding measurable value for clients.

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