Tag: Stock

We Want to Draft Your Legacy

What Happens to Stock Options when Someone Dies?

July 28, 2022
No matter what industry you might be in, what your long-term goals might be, or how your business is structured, you know that you need to be planning for the future.
Read More

What are the Current Gift Tax Limits?

April 11, 2022
In 2017, Congress doubled the exemption starting in 2018, and the amount will continue to rise with inflation through 2025. This expansion helped reduce the number of taxable estates to about 1,300 for returns filed in 2020 from about 5,200 in 2017, according to the latest IRS data.
Read More

Should You Gift Stocks as Part of Your Estate Plan?

February 17, 2021
Gifting stock to family members may lack the pizzazz of leaving a luxury car adorned with a bow in the driveway, but it’s a gift that can add value to their lives long after most other gifts have been forgotten.
Read More
Welch Law, PLLC

641 University Blvd., STE 108,

Jupiter, FL 33458

Get Directions
Integrity Marketing Solutions - Estate Planning Marketing
Powered by
chevron-down