Publications

Planning For Estates That Contain Firearms
Unique Assets, Collectibles Matthew Erskine Unique Assets, Collectibles Matthew Erskine

Planning For Estates That Contain Firearms

Estate planning involving firearms requires careful consideration and adherence to legal requirements. By understanding the legal issues, choosing the right executor or trustee, considering a gun trust, keeping accurate records, and exploring buyback programs, you can ensure that the transfer of firearms in your estate plan is done legally and safely. Consulting with an attorney experienced in firearms and estate planning can provide valuable guidance throughout the process.

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Aretha Franklin’s Estate: Why Copyrights Require Estate Planning
Copyright, Unique Assets, Tax Planning Matthew Erskine Copyright, Unique Assets, Tax Planning Matthew Erskine

Aretha Franklin’s Estate: Why Copyrights Require Estate Planning

The Aretha Franklin estate is a high-profile, and expensive, lesson in how not to manage copyrights in an estate. These copyrights should be considered assets and an integral part of the client’s estate. Such planning includes the management and distribution of copyright assets after the copyright owner passes away. Proper estate planning can ensure the protection and transfer of copyright ownership, as well as provide for the financial well-being of heirs and beneficiaries.

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Tax Planning for Stock Options

Tax Planning for Stock Options

Stock options, that is the contractual right to buy the stock of an employer by an employee at a discount price, remains a popular way for companies to compensate employees without incurring an immediate financial cost, and for employees to receive some participation in the equity of the company without incurring immediate income taxes. If you have stock options, whether Qualified or Non-Quantified, is important to consider not only when you might exercise the options during your lifetime, but also how you might hold the options after your death.

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