User Panel
User Panel
User Panel
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Posted: 9/16/2011 2:41:57 AM EDT
[#1]
If you currently have them on Form 4 or 1, you can transfer them to your heirs on a Form 5 tax-free when you die.
If they're held in a trust, the heirs can be listed as trustees. A lawyer could answer these questions much better than I can. |
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Posted: 9/18/2011 9:10:20 AM EDT
[#2]
Form 5 is the easiest way for an individual as outlined above. It's a tax-free transfer to your heir.
Trusts offer some other ways to handle it, but those answers are best handled by an attorney. |
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Posted: 9/30/2011 9:39:11 AM EDT
[#3]
I have my nfa on a trust, my wife is my back up. But when my son is old enough he will be the trustee.
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