Author: Susan Jones

Preserving Generational Wealth: What to Know About Family Trusts

Families that have worked hard to build wealth want to share that success with their children, grandchildren, and beyond. When it comes to building that kind of generational wealth, a family trust is a great place to start.  Family trusts are a key tool for managing wealth carefully over multiple Read more…

Understanding Equity Compensation and Incentive Plans

Equity compensation plans come in multiple forms, including stock options, restricted stock units (RSUs), and employee stock purchase plans. Each is designed to give employees a direct stake in the financial success of their companies, and hopefully to provide additional monetary benefits beyond Read more…

Smart Tax Strategies, Return Tips and Mistakes to Avoid with Equity Compensation

One of the most powerful advantages of equity compensation is that equity awards typically offer ways to defer or minimize taxes. But making the most of stock options, restricted stock units and other types of equity compensation requires smart tax planning—otherwise, you could end up with a Read more…

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