Latest Posts (page 2 of 3)
5 Effective Traits to Help Business Owners Build a Dream Team During a Sale
Building a dream team for your business clients takes time, finesse and communication. Whether you’re an orchestrator for legal, financial, or general business issues, building a strong internal team that can help the new owner(s) of a business succeed after an acquisition is key to more efficient and successful acquisitions.Read More
The SECURE Act: A Primer on Revised Rules Concerning Post-Death Distributions from Retirement Plans and Estate Planning Considerations
The SECURE Act made significant changes to the post-death required minimum distribution rules for individuals who die after January 1, 2020—changes which every individual who has an individual retirement plan (“IRA”) or defined contribution plan (such as a 401(k) or 403(b)) should understand when reviewing their estate plans.
Georgia’s Non-Compete Law: Do You Work in the Healthcare Industry and Does it Affect You?
One of the most common legal questions that medical professionals (doctors, dentists, PAs, NPs, etc.) are interested in understanding is whether the non-compete clause they sign in an employment agreement is enforceable.Read More
3 Advantages of Hiring an Outside General Counsel
As a small business owner, budgets are very tight, and the idea of having an attorney regularly engaged to handle the day-to-day legal issues that might come up can seem impossible.Read More
Do I need a Revocable Living Trust?
Good question. Many of our clients who run a basic Google search on estate planning prior to coming in for an initial meeting read about the benefits of Revocable Living Trusts and ask this question almost before I can finish introducing myself! Do you need a revocable living trust?Read More
Do I need a power of attorney?
We all carry on personal “business” in our everyday lives (e.g. paying bills, doing banking, etc.), which is what makes a financial power of attorney (also referred to as a “Power of Attorney” or a “POA”) an important document for everyone to have.Read More
How the new tax law impacts your estate plan
Although we’re all busy with work, family, and the joys and challenges of everyday life, we are well in to living in a world with a new tax plan, and this is no time to ignore the necessity of reviewing your estate planRead More
Expanding our team to benefit you
Seven years after joining CPMT, I am so proud and overjoyed to welcome one of my original mentors, Douglas Wessinger, and another protégé of Doug’s, Ritesh Patel, to Cohen Pollock Merlin Turner.Read More