Create Your Estate Plan Today
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to offer a cost-effective solution that can serve clients in all 50 states.
Every plan that we coordinate has the ability to include information that addresses conduit language for IRA’s, opportunities to convert shares to a Special Needs Trust or postpone distribution in exceptional circumstances (example: drug use) , state-specific requirements, flexibility plan for unknown changes in State and Federal Estate Tax Law, and more.
Of Americans say they would like and Estate Plan, but haven’t gotten around to it yet*
Of Americans with a will believe that wills protect them for probate court after they pass away
Pay Me In Equity: A Millennial Guide to Understanding Equity Compensation | Part I: Pay Me In Equity
Part I discusses different types of equity and why it is important for tech professionals.
We’ve been fooled: equity is far more than we think it is. Pay Me In Equity, segmented in four parts, educates the under forty professional on understanding the details of the employer-sponsored plans while offering advice to anyone who seeks to design their wealth through growing their “personal equity.