Two Ideas for the New Year
Spousal Lifetime Access Trusts (“SLAT”) & Qualified Personal Residence Trusts (“QPRT”)
As part of MAI's quest to educate our clients on various financial planning tools, we're providing Q&A regarding trusts.
Managing Concentrated Stock Positions
In this edition of MAInsights, we will provide a brief synopsis of the primary solutions available to manage the risk associated with concentrated stock positions.