es: Death and Estate Planning

Articles

Stock Options After Death: Learn Before It's Too Late (Part 1)

Pamela Dennett
Unfortunately, immortality is not part of a stock option grant. So you should understand what will happen to your options upon your death and what choices you need to make now.

Gifts: Save On Estate Taxes With Transferable Stock Options

Susan Daley
After you die, taxes may be owed on the value of your property. One pillar of estate planning is to transfer assets that are likely to appreciate in value, such as stock options, out of your control long before you die.

Ten Ideas For Year-End Tax Planning With Stock Options And Company Stock

You are doing some year-end or year-beginning tax planning with your stock options and company stock. While investment objectives, not tax considerations, should generally drive your decisions, here are 10 ideas to review to prevent paying more taxes than necessary.

With A Couple Of Million, You Could Do A Lot Of Good: How To Set Up A Family Foundation

Elaine Silver
BusinessWeek
Details on the whys and hows of family foundations, which can be gift-giving vehicles for your company stock.

Return to top of FAQs