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...
"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...
At Geyer Law, in addition to our estate planning and elder law services, we assist with business planning and formation. As a new business is formed, we help owners determine its structure, find a location, and secure proper financing. But even at the very early...
The death of Colts team owner Irsay gave rise to speculation about the taxes that might be due on his estate….
Fear and hesitation to sell your company may prevent effective planning and lead to missed opportunities.
Two recent articles in the news reporting family businesses that had to close for lack of a successor highlight the need for business succession planning…
The closing of a long-time business in Indiana serves as a stark reminder of the importance of business succession planning for both disability and death.
The recent Supreme Court ruling in Connnelly V. United States means that owners of closely held business interests should revisit their tax and estate planns.
