Schedule your free Exploratory phone call

Click here to see how we
can be of assistance.

Careers/Open Positions

Explore all available job
listings and become a part of an amazing team.

Our Social Media

Connect with us on Social Media using the following buttons:

Visit our Podcasts

Listen in, Join the Conversation!

Recent Posts
How Insurance Deductibles Work

An insurance deductible is the amount you, the insured, pay before any claim is paid ...

The post How Insurance Deductibles Work first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.

See more
Enhancing Estate Planning through Heir Involvement

Estate planning goes beyond legal formalities; it’s an essential process that facilitates meaningful family dialogue ...

The post Enhancing Estate Planning through Heir Involvement first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.

See more
Social Security, Medicare, and HSAs

If your employer health plan is a health savings account (HSA) paired with a high-deductible ...

The post Social Security, Medicare, and HSAs first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.

See more

Are You a Corporate Executive Without an Estate Plan in Place?

November 26, 2019

As a corporate executive you have plenty of things on your plate and you probably don’t want to think about adding anymore, but there are several critical financial tasks that you can’t afford to neglect.

Even though corporate executives put in a lot of equity to get their money, they tend to devote very little time to managing it. Getting a head start on your financial and estate plan, however, can give you the peace of mind that you have planned for the future and assist you with managing this money in the most effective way.

After all you’re working hard for it and you should be able to plan for it to pay off dividends for you. Some of the most important steps you can take include:

  • Contributing the maximum amount available to your 401(k) plan, especially if your company match is significant.
  • Make sure that your wealth isn’t reliant entirely on an employer. Whether you get restricted stock grants, stock options or a 401(k) match, you want to make sure that you net worth doesn’t drop if the company stock price takes a dive or if you are no longer working there.
  • Update an estate plan. Far too many people who are corporate executives don’t have a will at all, and for those who do, it’s usually so old that it’s no longer beneficial to them or their loved ones.

Make sure that you evaluate your will and other estate planning documents on an annual basis, and if you have put off creating a will up until now, it’s a great opportunity to schedule an appointment before the end of the year to cross this important task off your to-do list.      


Practice Areas:



Schedule your free Exploratory phone call

Click here to see how we
can be of assistance.

Careers/Open Positions

Explore all available job
listings and become a part of an amazing team.

Our Social Media

Connect with us on Social Media using the following buttons:

Visit our Podcasts

Listen in, Join the Conversation!

Recent Posts
How Insurance Deductibles Work

An insurance deductible is the amount you, the insured, pay before any claim is paid ...

The post How Insurance Deductibles Work first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.

See more
Enhancing Estate Planning through Heir Involvement

Estate planning goes beyond legal formalities; it’s an essential process that facilitates meaningful family dialogue ...

The post Enhancing Estate Planning through Heir Involvement first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.

See more
Social Security, Medicare, and HSAs

If your employer health plan is a health savings account (HSA) paired with a high-deductible ...

The post Social Security, Medicare, and HSAs first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.

See more