Intra-family loans can be a good planning tool, in addition to helping provide assistance to loved ones. However, caution is in order, to avoid both tax problems and interpersonal misunderstanding.
Lending and Gifting to Help, Not Enable
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A Good-to-Hear Message from the IRS
The IRS has announced increases in tax exemption amounts.
Starting Next Year, Required Means Required
The IRS has clarified the rules for inherited IRAs.
Know Your FRA, EEA, and PIA Numbers
Social Security benefits are closely tied to estate planning as well as to retirement planning.
Strategic Business Planning Requires Annual “Check-Ups”
Strategic business planning requires an annual valuation of business interests.
Irrevocable Trusts – Unlovable, But Loving
"When you create an irrevocable trust you are creating a document you cannot change easily, and the property you transfer to the trust is no longer in your control," Daniel Timins writes in Kiplingercom. There are only three possible reasons anyone would part with...
Introducing New Geyer Law Associate Kristina SHover
Introducing new Geyer Law associate Kristina Shover
Inviting Your Estate Planning Attorney to Criticize Your Thinking
Different generations can have different approaches when it comes to estate planning, and it’s important to invite your advisors to critique your planning to be sure all aspects are covered.
Estate Planning Attorney Advises What and What Not to Say to Grievers
Comforting ciients who’ve lost a loved one is challenging, but it is important to help others cope with grief.
Estate Planning in Threes, Fours, and Fives
Estate planning considers three things – heirs’ needs, your own situation, and taxes. There are also 4 components and five advisors who need to be involved.
