A&I Financial Services

Have you accumulated a significant portion of your net worth in a single company’s stock and wondered, “How do I manage a concentrated equity position without risking my financial future?” If so, you’re not alone. Many individuals—whether through company stock plans, investments, or equity compensation—find themselves holding too much of one stock, and that can...Read More

Can I sell my house without paying capital gains taxes? What if my children don’t want the family home? Is it wrong to value liquidity more than real estate assets? These are some of the most common questions we hear when helping families with estate planning and highly appreciated real estate. Whether it’s a long-loved...Read More