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...
"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...
Donor-advised funds are charitable investment accounts that individuals or families can use exclusively for the support of charities they care about. These funds can be opened with a minimum gift of $5,000 and have significantly lower administrative burden and costs...
Last week in our Geyer Law blog, discussing college planning after a parent dies, we discussed the important role college funding plays in estate planning for both parents and grandparents. A recent piece in Kiplinger's, in contrast, discusses the very broad - perhaps...
"As life expectancy extends, a retirement nest egg needs to account for not only extra spending years, but also the out-of-pocket healthcare costs that accompany it," financial advisor Andrew Crowell cautions clients planning for their golden...
While we do no tax preparation at Geyer Law, we like to keep our blog readers updated on changes in the law. We love it when we can be the bearers of good news for our readers and clients! An important deadline is coming up just a week from today: The recently passed...
