Charitable Planning

Category Archives

De-risking a Concentrated Stock Position

 

It’s so simple it’s scary.

Clients with a concentrated stock position that is intended to transfer to family and/or charity may be able to potentially increase the per share value of the transfer while de-risking the portfolio by using life insurance.

How?

It’s so simple it’s scary.


The Twelve Ways of Gifting

In the spirit of the holiday season, here’s a run-down of The Twelve Days of Christmas.

Oops, I mean The Twelve Ways of Gifting…