Inheriting stock can feel like a gift—but it also comes with big decisions.In this video, I walk through a real-life situation where a retiree inherited a large single stock position and wasn’t sure whether to keep it or sell it.
In this episode, Mark Walhout addresses a viewer's question about distributing their home between their sons to avoid probate. He outlines the potential risks and tax implications of adding children to the title of a property, including loss of control and legal exposure. Mark also discusses alternative strategies like using an alter ego trust to meet estate planning goals while minimizing risks. Learn what steps to take and who to consult for devising an effective estate plan.
