“Crucial wealth preservation strategies for 2023”

Stephen Heymann and Emily Dabney's article “Crucial wealth preservation strategies for 2023,” in Financial Planning

In an article that published in Financial Planning on August 9, 2023, Atlanta-based Shareholder Stephen Heymann and Associate Emily Dabney discuss what high net worth individuals should consider when it comes to protecting their wealth.

“Given the present realities of economic uncertainty and volatile markets, proactive wealth preservation strategies are now more important than ever before,” they write.

They further explain that teams who counsel wealthy clients should be aware that some crucial tax planning strategies can also provide the dual benefit of creditor protection.

To learn more, view the article here.