Last week in our Geyer Law blog, Cara Chittenden discussed the importance of having estate planning attorneys, CPAs, and financial planners work together to help clients realize their goals. Nothing demonstrates the need for precisely that kind of coordination than...
" By organizing and structuring your estate plan, you can avoid confusion, hefty tax implications, and the potential for family disputes," a Cornerstone Wealth piece points out. But accomplishing those three goals often involves a team with at least three key...
When you want to expand your business, you evaluate possible sources of capital: finance the growth through personal savings and credit cards? apply for a government-backed (SBA) or bank loan (paying interest) as well as personal guarantees? solicit angel investors or...
Estate planning, truth is, involves an effort to look into the future, anticipating others' needs and helping reduce heartaches and hassle for family members. Last week, in our Geyer Law blog post, "Leaving Legacies, Not Burdens", we discussed "problem assets" that...
There are assets it's good to leave to loved ones, and then there are others --well not-so good. "Let's face it," Elaine Silvestrini and David Rodeck point out in Kiplinger, "Certain inheritances can be a tremendous burden on your loved ones." "After loved ones...
