Services · Estate & legacy
Turn company stock into family wealth.
For technology employees, RSUs and employer stock can grow into one of the largest assets in their financial lives. Estate planning deserves the same rigor as the comp that built it.
What this covers
- Plan around concentrated company stock instead of pretending it is not there
- Coordinate gifting strategies with your equity and tax picture
- Work alongside your attorney so the documents and the financial plan agree
- Keep beneficiaries, titling, and documents current as grants vest and life changes
The approach
Wealth that took a career to build should not unravel in a transfer.
We help technology professionals turn equity compensation and company stock into lasting family wealth. That means coordinating your equity, your investment strategy, and your estate plan as 1 system, so what you built does what you intend for the people after you.
The legal documents come from your attorney. If you do not have one, we will introduce you to attorneys we trust. Our job is to keep that work connected to everything else: the concentration, the beneficiaries, the titling, and the tax picture underneath.
Estate planning here is not a binder on a shelf. It moves when your grants move, and it gets reviewed as part of the same planning relationship as everything else.
Hilpan Moxie Wealth Management, LLC is not a law firm and Don Hilario is not an attorney. Neither the firm nor Don Hilario produce legal documents or provide legal advice. You are encouraged to consult with a legal professional for legal guidance and/or estate documents.