On behalf of Rebecca W. Geyer & Associates P.C. | May 30, 2018 | Estate Planning
72% of small businesses don’t have a succession plan, reports Isaac O’Bannon, Managing editor of the CPA Practice Advisor. What’s more, O’Bannon found, 87% of small business owners were unaware that there are documents that can be created to specifically protect their...
On behalf of Rebecca W. Geyer & Associates P.C. | May 23, 2018 | Estate Planning
Bylaws? Operating agreements? Choice of business entity? Those may not sound like estate planning topics, but they most definitely are. In fact, all too often, entrepreneurs are so busy developing and then running their businesses, they don’t take the time to address...
On behalf of Rebecca W. Geyer & Associates P.C. | May 16, 2018 | Estate Planning
“It doesn’t matter how far along the divorce is or how long the action has been pending, the law considers you to be legally married until the judge signs the final decree ending the marriage,” writes Patti Spencer in thebalance.com. That means your spouse may still...
On behalf of Rebecca W. Geyer & Associates P.C. | May 9, 2018 | Estate Planning
“With markets up and a desire to make an impact strong, charitable giving is growing,” says Pamela Norley, President of Fidelity Charitable. There are four factors driving this generosity, she posits: the strong stock market increased awareness of issues (due to the...
On behalf of Rebecca W. Geyer & Associates P.C. | May 2, 2018 | wills
“Talk to your clients about how they want their online life handled after their death, Philip Herzberg, CFP® and attorney Michael Dribin advise financial planning practitioners. Digital assets may include: photo files images videos email accounts social media such as...
