Rob Reiner, Slayer Statutes and Simultaneous Death

Published on December 15, 2025

What happens to an estate when an heir is a killer?

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New Tax-Efficient Ways to Diversify From Concentrated Positions

December 15, 2025
Clients with large, concentrated stock positions, often from vested Restricted Stock Units (RSUs), face extreme undiversified risk and a huge potential tax bill upon selling. To mitigate this, common strategies include periodic sales, charitable giving (like Donor-Advised Funds or CRTs), and equity collars.

Agencies announce dollar thresholds for smaller loan exemption from appraisal requirements for higher-priced mortgage loans

December 15, 2025
Agencies announce dollar thresholds for smaller loan exemption from appraisal requirements for higher-priced mortgage loans