Year End Estate Planning Review: It is advisable for individuals to review Wills, Trusts and other estate planning documents periodically. When reviewing estate plans, individuals should consider these questions: Do the provisions still accomplish your goals? Do your...
NUA – NET UNREALIZED APPRECIATION OF EMPLOYER STOCK – The Tax and Estate Planning Benefits
An employee who has highly appreciated employer stock in their employer sponsored retirement plan and has either recently changed jobs, or otherwise separated from employment (i.e. retired), may be able to take advantage of the NUA strategy. Each share of employer...
