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Category Archives: Guest Blog Posts

student-aid

Guest Blog: How Financial Aid and Student Loans are Affected by Gifts and Inheritance

By Jeffrey R. Gottlieb |

This guest blog post was written by Rachael Everly. Rachael is an undergraduate student who loves to write on the topics related business, finance, technology and education. Follow @RachaelEverly for further updates. Usually the last thing on a student’s mind is financial planning. All except the most strictly groomed teenagers will be concerned with… Read More »

Succession

Guest Blog: Things That Need to be Done When a Business Owner Dies

By Jeffrey R. Gottlieb |

Today’s post is a guest blog written by Robert Deprez — Managing Director and Founder of Deprez Leadership in Chicago, which provides leadership transition advisory and interim CEO services to middle market companies. For additional articles and information on Deprez Leadership, visit www.deprezleadership.com. The unexpected death of a business owner triggers a number of… Read More »

Helping Hands

Guest Blog: Relational Estate Planning

By Jeffrey R. Gottlieb |

Today’s post is a guest blog written by Stephanie Heavey about Relational Estate Planning. For more information, contact Stephanie at r.estplanner@gmail.com You just breathed a sigh of relief. The “t’s” have been crossed and the “i’s” have been dotted on the will, the trust, the powers of attorney. That task you’d been “meaning to… Read More »