" 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...
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.
The IRS has announced increases in tax exemption amounts.
The IRS has clarified the rules for inherited IRAs.
Social Security benefits are closely tied to estate planning as well as to retirement planning.
Strategic business planning requires an annual valuation of business interests.
"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
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.
Comforting ciients who’ve lost a loved one is challenging, but it is important to help others cope with grief.
