The Collector's Balance Sheet™: Estate Planning, Philanthropy & Intergenerational Transfer

For many families, collectibles represent both significant financial assets and deeply personal legacies. Members of the Atlas Meridian team have been obsessively collecting for decades so the topic of intelligent planning around legacy is near and dear. In this think piece, we explore how proper documentation and valuation of collectible assets can dramatically improve estate planning outcomes, reduce family conflicts, minimize tax exposure, and optimize philanthropic impact through the Collector's Intelligence Quotient (CIQ) approach.