Be WELLthy Blog

Inherited Stock: What To Do When Inheriting Trust-Held Stock

By Corinne Salera, CFP^® | May 05, 2025 |

Inherited stock value at the time of inheritance, how long it's held, and your tax bracket all influence what the IRS expects from you.

April 28, 2025 |

Post-separation finances can be complex. Co-parent, share expenses, and plan for stability while securing your family’s financial future.

April 21, 2025 |

Smart retirement income planning helps reduce taxes and stretch your savings, making your money last longer throughout retirement.

April 14, 2025 |

International estate planning ensures seamless inheritance, reduces tax exposure, and safeguards generational wealth.

April 07, 2025 |

Are reinvested dividends taxable? Learn how DRIPs work and when taking cash may be smarter to avoid risk and keep your portfolio balanced.

March 31, 2025 |

The Gold Card Visa could revolutionize investment-based US residency. Learn its tax implications and policy challenges that could shape it.

March 26, 2025 |

Brighton Jones welcomes Doubleknot Creative to elevate brand strategy and client experiences and drive growth through purpose-led marketing.

March 24, 2025 |

Deferred compensation plans are designed to provide tax and retirement benefits to attract and retain top talent.

March 17, 2025 |

Understanding what happens to stocks when companies merge helps you optimize equity, reduce taxes, and protect wealth.

March 10, 2025 |

Strategic tax planning allows you to apply an AMT credit to reduce future tax liability and optimize stock compensation.