by Alison Davies | Sep 23, 2022 | Estate Planning
First, the nuts and bolts. A trust is an arrangement where a trustee holds the right to property for the benefit of a beneficiary. The person who establishes and funds the trust is the grantor (also called the “trustor” or “settlor”). The person who controls the...
by Alison Davies | Apr 30, 2022 | Employee Benefits, Investing, Taxes
Are you lucky enough to be an employee who receives benefits in the form of equity? There is a mélange of ways companies can incentivize and reward their employees via equity, and employee stock purchase plans (“ESPPs”) are a well-known perk. This...
by Alison Davies | Dec 16, 2021 | Employee Benefits, Health Insurance, Investing, Retirement, Taxes
One of the top 10 questions I get from clients is should I open an HSA (Health Savings Account)? It is open enrollment season and HSAs have risen in popularity over the last few years, so let me take the opportunity to address the question here. First, what are HSAs?...
