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BelizeMe

01/18/21 12:47 PM

#122616 RE: hearyou #122614

hearyou,

Unfortunately, the question is beyond my pay grade. I would assume that your wife could open up a separate account where you could transfer 1/2 or whatever amount of stock, and you could change the name on your existing account to just your own. Need to reach out to your accountant/tax advisor. I am pretty sure that you would need to do this proactively before but-out and large appreciation in value.

BelizeMe