"High-net worth families make attractive targets for criminals," Dyezz Risk (Texas-based advisors to family offices) observes. It's not just Texas, and it's not just high-net worth individuals - charitable scams are rising worldwide (as the Australian government...
Getting more specific in your estate plan prevents family disputes and ensures your exact wishes are met, an article from the Indiana University's Office of the Vice President & General Counsel points out. "Getting more specific" means replacing broad categories...
"For decades, you've saved in tax-deferred retirement accounts, watching your balance compound untaxed. Then you turn 73, and the IRS comes calling, Jeff Judge, CFP® advises in a Kiplinger article about RMD "tax traps" to avoid. While at Geyer Legal, our attorneys...
"When a small business owner dies with an active amortized loan, the debt does not vanish. The balance remains an obligation of the business entity and a valid claim against the owner's personal guarantee and estate", the Small Business Administration website...
