Hoosier Estate Planner
Gifts of Education After-the-Fact
With student loan debt being so high, grandparents often incorporate college planning into their own estate and tax planning. But what if the debtors are your children, not grandchildren? What are some of the best ways to help adult children with college debt?
Six Key Considerations to Think Through Before Retiring
It isn’t always easy to transition to retirement life. Think carefully through the issues that will be most important to your success and well being BEFORE you retire.
Rebecca Geyer to Become Indianapolis Bar Association President in 2023
We are pleased to share that Rebecca W. Geyer & Associates P.C. founder Rebecca Geyer has been selected to lead the Indianapolis Bar Association in 2023.
Thoughts on Estate Planning for Generation X
Generation Xers, now in their 40s and 50s, have been impacted by rising costs of education and by several market downturns. At Geyer Law, we try to bring together family members of different generations to share values and wealth transfer, cautioning Gen Xers to consider protection from creditors.
Health and Financial Questions to Understand Before Turning 65
There is a lot to discover, learn, and know about how to proceed in life at age 65 and beyond. With Social Security benefit determinations, health insurance policies, and legal documents in order, you can begin to enjoy being 65.
Seamless Transitions of Value and Control are Hardly Simple
Seamless transition of the ownership of a business or practice takes years of planning. Successors must be groomed and developed, and our role as advisors is to serve as good leaders in the inter-generational communication process.
If You Have Been Laid Off, Should You Take Your Social Security Benefits Early?
If you are close to retirement age and recently lost your job, there is a good chance you may not find work again. For many, this means an unexpected shortage of cash. As retirement can last a long time, you should proceed with caution about finding ways to supplement cash flow if you have lost your job.
VA Loans Provide Well-Deserved Security to Veterans and Loved Ones
Veterans qualify for home loans with very competitive interest rates, benefits , and features.
Gen Xers Retirement Planning and Longevity
As Gen Xers enter into their 40s and 50s, it is time for them to become active in the creation and execution of their retirement planning. There are many things to consider, including finances, investments, insurance policies, legal documents, living arrangements, and healthcare.
Vets Qualify for Special Benefits
Our goal at Geyer Law is to use our experience and skill to help veterans navigate the system and prevent disqual
ification due to mistakes.
