sacramento estate planning: Estate Planning - Certificates of Shares
- 09/19/14 09:36 AM
Estate Planning: How Certificates of Shares Are Passed Down How is the funding handled if you decide to use a living trust? Certificates represent shares of a company. There are generally two types of company shares: those for a publicly traded company, and those for a privately held company, which is not traded on one of the stock exchanges. Let's assume you hold the physical share certificates of a publicly held company and the shares are not held in a brokerage account. If, upon your death, you own shares of that company's stock in certificated form, the first step is to … (1 comments)
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Estate Planning: How Certificates of Shares Are Passed Down How is the funding handled if you decide to use a living trust?
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