Month: June 2009

Every Dog Has His Day – Estate Planning for Pets

“Near this spot are deposited the remains of one who possessed Beauty without Vanity, Strength without Insolence, Courage without Ferocity, and all the Virtues of Man, without his Vices. This Praise, which would be unmeaning Flattery if inscribed over human ashes, is but a just tribute to the Memory of Boatswain, a Dog.” Lord Byron… Read More

Do you have employer company stock in your retirement plan?

Is your retirement plan invested in your employer’s company stock? If so, there is a tax strategy available to you that is often overlooked. Normally, all withdrawals from a retirement plan are taxed as ordinary income, at ordinary income tax rates. However, if you take distribution of your employer’s company stock from your retirement plan… Read More