How performance shares are treated after a death

POSTED ON September 29, 2015 BY Bill Dillhoefer

By Charles Steege, SFG Wealth Planning Forty-eight-year-old Christopher was senior vice president of security at a real estate search company when he died unexpectedly in a tragic car accident. Now his wife, Denise, 48, needs help to understand how her late husband’s performance share units (PSUs) will be handled. While Christopher was working, Denise took […]