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Stock options and estate planning
What advisors and executors need to know about vested and unvested options Published by Investment Executive May 29, 2025 When it comes to administering an estate, executors are typically ready to deal with bank accounts, real estate and investment portfolios. But if the deceased held stock options, especially unvested ones, the process could become complicated. Advisors who understand how stock options function at death can protect a client’s wealth long after they’ve passed
MICHAEL KULBAK
May 28, 20254 min read
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