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...
"Death is very likely the single best invention of Life. It is Life's change agent," Steve Jobs is known to have said. "Not every historical figure meets a cinematic or heroic end," Colin Scanlon writes in Mental Floss. While the article may have been...
"Business succession planning is both necessary and beneficial," Mark Cussen observes in Investopedia. But the process isn't easy, as our Geyer Law estate planning attorneys know. Whether you’re the owner of a small family business or a large corporation, the...
"Mishandled, estate and/or trust administration can cause family rifts; on the other hand, competent and careful management helps keep family memories happy and purpose-intact," Margaret A. Munro and Kathryn A Murphy explain in Estate and Trust Administration for...
The VA projects that the number of living veterans will continue to decline over the next 25 years, Katherine Schaeffer observes in a piece by the Pew Research Center, and the share of the U.S. population with military experience has declined to less than 6%. "Thank...
