Hoosier Estate Planner
When a Policyholder Dies, Does the Insurance Die, Too?
When a person dies, there seem to be hundreds of details that need attention by family members and legal representatives. For instance, what do heirs need to do about that person’s homeowner’s and auto insurance policies? The answer, explains insure.com, depends on...
The Right Time to Plan for Charitable Giving is Now AND Later
Estate planning ensures control over your assets and documents your wishes. For investors, those “wishes” often include charitable gift planning, so, at Geyer Law, our attorneys were very interested in the latest blog post by Tom McAllister CFP®. With the Dow above...
Two reasons to consider setting up a trust
At Rebecca W. Geyer & Associates, PC, we understand that your Indiana estate plan will be completely unique. There are a number of tools that are available to you in order to develop the perfect plan for your circumstances. One of these that you may want to...
Are Safety Deposit Boxes Obsolete?
In today’s digital age, a physical safe deposit box may be considered a relic, but don’t be too hasty to dismiss the importance of keeping certain valuables securely tucked away in your bank’s vault, Bob Niedt writes in Kiplinger. “A safe deposit box can offer...
Planning for the future: Advance directives
No one wants to think about the possibility of not being able to care for themselves. However, there may come a time when, due to injuries, illnesses, or simply the effects of age and time, people become unable to make decisions or specify their wishes to their health...
Your estate plan protects your child emotionally and financially
As a parent, your worst fear after something harming your child is probably dying and not being able to raise him or her. News media outlets confirm this fear every day, reporting fatal car accidents, work accidents and random acts of violence. While you cannot...
Can you protect the future of your loved one with special needs?
Caring for your family member who is special needs and requires significant assistance with day-to-day tasks can be challenging at times, no doubt. However, you enjoy the satisfaction and peace of mind knowing that you are providing the highest quality of care in an...
What should I know about succession planning?
Succession planning is the process of choosing someone to take over your business after you retire. It is a crucial endeavor since the health of your business relies on quality leadership. RobertHalf.com offers the following succession planning tips so you can feel...
Estate planning mistakes to avoid part 2
Despite popular belief, you do not need to be rich, elderly or sick to have an estate plan. If you have a house, car, money in the bank or cherished belongings, you can benefit from creating an estate plan. Not only can a plan help you maximize the value of your...
What are some estate planning mistakes to avoid?
An estate plan ensures your assets and property are dispersed according to your wishes after you are gone. While the planning process is different for everyone, there are a few common mistakes people make that can result in your assets being distributed to the wrong...
