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Gifting stock to family members may lack the pizzazz of leaving a luxury car adorned with a bow in the driveway, but it's a gift that can add value to their lives long after most other gifts have been forgotten.
Gifting stock to family members can be a key part of your clients' estate planning and can take a number of forms, both during your clients' lifetime and upon their death. Here's a look at some considerations when contemplating gifts of stock to family members.
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Roger Wohlner
Roger is a financial writer who brings his extensive experience as a financial advisor to his writing. Fluent on a wide range of financial topics, his work has been featured in MarketWatch, TheStreet, Investopedia, Morningstar Magazine, GOBankingRates, US News & World Report, Yahoo! Finance, The Motley Fool and a number of other sites. Roger ghostwrites extensively for financial advisors, financial services providers and investment managers. In addition to his work as a financial writer, Roger has over 20 years of experience as a financial advisor. Roger earned his bachelor’s degree in finance from the University of Wisconsin-Oshkosh and his MBA from Marquette University. Check out Roger’s LinkedIn profile.
