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What should you do with highly appreciated stock when you want to pass it on to your child without triggering unnecessary taxes or giving up control? This question commonly arises for affluent families holding long-term stock positions that have grown substantially over time. While the asset’s performance may be a success story, the tax and planning implications can be complex.
Buying real estate together is a major milestone for many unmarried couples. Whether it reflects a long-term commitment, a shared investment strategy, or a practical step toward building stability, co-owning property outside of marriage carries legal implications that are often overlooked. Unlike married couples, unmarried partners do not benefit from default legal protections governing property division, survivorship rights, or decision-making authority when circumstances change.
Affluent families and successful business owners often assume their estate plans are “done.” Documents were drafted years ago, trusts were created, and everything appears to be in place. But estate planning is not a one-and-done exercise. As businesses grow, family dynamics evolve, and laws shift, even well-crafted plans can quietly drift out of alignment with the lives they are meant to protect.
Proper plans for the future include preparing for unexpected, but also preparing and planning for your business for your exit. Smart business strategy for today’s business decisions, growth, and development processes starts by considering your legacy and business after you leave.
