by GeoffStein | May 26, 2017 | Blog
In its simplest form, estate planning requires these questions to be asked: What are the assets that will be the subject of the plan? Who owns the assets (or in the case of structured arrangements, how are the assets owned)? Who is intended to benefit from...
by GeoffStein | Nov 10, 2016 | Blog
Many clients view a trip to the lawyer as the equivalent of visiting the dentist for emergency root canal therapy. Yet a collaborative relationship between an accountant and a competent lawyer is invaluable for clients who operate family businesses or simply wish to...
