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Tag: estate

Articles tagged as Estate

Living Trust Investing: Income Considerations when the Grantor Dies

Posted on July 16, 2020 by Todd Marvel
When the grantor of a living trust expires, the trustee (particularly a relative or close friend) sometimes feels reluctant to revise the portfolio, believing it is an affront to the wishes of the deceased.After all, if the investments were sound throughout life, they need to be sound enough upon her or his death...

How to Find out How Much Stock a CEO Holds

Posted on August 19, 2019 by Todd Marvel
You likely have heard about the massive amount stock compensation company officers hold when compared to average salary of the rank and file worker within exactly the same publicly held company.Are you currently curious about just how much stock the CEO along with other officers of a specific company hold within their possession?Here is the way you find out...