Geyer Legal Group is pleased to introduce Katrin Hodson as our newest associate attorney. Katrin will focus her practice on helping clients with their estate planning and estate administration needs. A Hoosier born and bred, Katrin grew up in Granger then Ft. Wayne....
"My father passed away and left me a large sum of money", a reader related in a recent Dear Abby letter. After paying off debt, she decided to give each of her three adult children a Christmas gift:"from me and their grandfather". The letter-writer's husband of one...
"Trump Accounts - Focus on their merits, not branding," Mickey Kim advises parents and grandparents in the Indianapolis Business Journal. "Importantly, the Treasury will provide a one-time $1,000 seed contribution for U.S. citizens born between Jan. 1, 2025 and Dec....
"It's easy to see how an advisor could feel they were doing the right thing", Steve Garmhausen explains in Financial Advisor, describing a situation where a financial advisor acted as Power of Attorney for a client. When an advisor at an SEC (Security and Exchange...
"Before assets reach children or charities, they most often move to a surviving spouse," Erica Ellis points out in Financial Advisor Magazine, urging financial advisors to establish relationships with both spouses. "The moment of transfer" (after one spouse has...
"Survey reveals Americans' increasing openness to new methods of burials," Tanya D. Marsh, a professor at Wake Forest University explains in an Indianapolis Star piece. Of the six legal methods of disposition of human remains (cremation, casket burial, green burial,...
"Moving the tassel from the right side of the cap to the left signifies a rite of passage, marking the transition from one phase of life to another," the Honor Society Magazine explains. "The gesture also represents the graduates' readiness to take on new challenges...
When a loved one passes away, families are often faced with important legal and financial tasks. In Indiana, one of these tasks may involve probate. Probate gives the court authority to manage the transfer of assets and payment of debts. Knowing how the process starts...
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...
