"It's easy to see how an advisor could feel they were doing the right thing", Steve Garmhausen explains in Financial Advisor, describing a situation where a financial advisor acted as Power of Attorney for a client. When an advisor at an SEC (Security and Exchange...
"Before assets reach children or charities, they most often move to a surviving spouse," Erica Ellis points out in Financial Advisor Magazine, urging financial advisors to establish relationships with both spouses. "The moment of transfer" (after one spouse has...
"Survey reveals Americans' increasing openness to new methods of burials," Tanya D. Marsh, a professor at Wake Forest University explains in an Indianapolis Star piece. Of the six legal methods of disposition of human remains (cremation, casket burial, green burial,...
"Moving the tassel from the right side of the cap to the left signifies a rite of passage, marking the transition from one phase of life to another," the Honor Society Magazine explains. "The gesture also represents the graduates' readiness to take on new challenges...
Last week in our Geyer Law blog, Cara Chittenden discussed the fact that estate planning attorneys, CPAs, and financial planners each have a role in helping clients as they prepare to sell a business. It appears, from recent studies, however, that when it comes to...
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...
