How to Include Valuable Art and Collectibles in Your Financial and Estate Plan

Presenters: Dawn Doebler, MBA, CPA, CFP®, CDFA®, Senior Wealth Advisor, The Colony Group, Wayne Zussman, MBA, CFP®, ADFA®, Principal & Senior Wealth Advisor, The Colony Group, Karen Baer, CSA®, CDFA®, Senior Wealth Advisor, The Colony Group

Whether you own or will inherit valuable art and collectibles, this seminar is designed to help you understand how to properly plan for these cherished objects, including: valuation for insurance vs. valuation for tax basis, potential tax issues, insurance needs, gifting strategies, and estate and other planning considerations. You’ll come away with actionable information to avoid mistakes and better prepare yourself and your heirs when owning these valuable items. There will be time at the end of the program for your questions.

Dawn Doebler, MBA, CPA, CFP®, CDFA®, Senior Wealth Advisor, The Colony Group

Dawn Doebler has provided wealth management, financial planning and corporate finance solutions for clients for over 25 years. As an MBA, CPA, Certified Financial Planner (CFP®), and a Certified Divorce Financial Analyst (CDFA®), she understands the challenges and financial needs of clients from executives to entrepreneurs, women in transition, as well as single breadwinner parents. She is also a co-founder of Her Wealth®, an initiative to educate and empower women with the financial confidence they need to take control of their wealth.

Dawn is a weekly contributor to WTOP radio where she shares her financial advice with listeners in the Washington, DC region. Dawn enjoys educating and empowering women about their finances and is a sought-after speaker whose intelligent, down-to-earth message resonates with women in every stage of life. She has also appeared on NASDAQ Live, WJLA/ TV 7 Let’s Talk Live and is frequently quoted in the media.

Wayne Zussman, MBA, CFP®, ADFA®, Principal & Senior Wealth Advisor, The Colony Group

Wayne is a Senior Wealth Advisor and Principal of The Colony Group. With over twenty years of experience in personal wealth management, Wayne advises individuals, families, estates and small business owners on a range of financial, investment, and tax matters. His primary objective is to understand both the financial and personal goals of each client while developing on-going strategies appropriate to those goals and current market conditions.

Wayne has appeared on CNN’s “Your Money” and has been featured in many national and local publications including the Wall Street Journal, USA Today, The Washington Post, Reuters and Investment News.

Karen Baer, CSA®, CDFA®, Senior Wealth Advisor, The Colony Group

Karen’s fresh approach to financial management comes from her deep experience and understanding of the industry. Self-directed and highly motivated, she provides her clients with a level of service that goes beyond the numbers. Clients feel the care and dedication she brings as she assists them with the often-complex issues of their financial lives. She particularly enjoys working with seniors, divorcees, and widows giving them clarity and confidence during and after significant life transitions. Karen serves on our Her Wealth® Executive Committee and helps to lead our Her Wealth® Advisory Board.

The Colony Group, LLC is a fee-only wealth management firm dedicated to providing financial solutions for our clients. Our deep bench of professionals specializes in financial planning, investment management, tax solutions, estate planning, philanthropic planning and family office services for successful individuals and families, executives and entrepreneurs, women in transition, athletes, corporations and non-profit organizations.