Hoosier Estate Planner
In Your Estate Planning, Consider the Current College Quandary
For many clients, college education is the single biggest funding need they face after saving for retirement. With COVID-19, a lot has changed, and students parents, and grandparents all need to reassess their planning options.
8 Tips for Having ‘The Talk’ with Elderly Parents
Talking about estate planning is a difficult, emotional topic but it’s essential for every family. Unless you’re certain your parents have an up-to-date will and a wider plan for what should happen in the event of their passing, you shouldn’t assume everything will be...
Add Estate Planning to Your Pandemic Survival Resolutions
A number of things can happen to make estate planning document changes necessary. The pandemic is one enormous life-changing factor that dictates revisiting one’s estate plan.
Beneficiary Designations: Pitfalls You May Not Know About
You might think that leaving your property to your heirs would be simple enough. You make a will or a trust, you do a transfer-on-death deed for your real estate, you put your kids on your bank account, you designate beneficiaries for your life insurance and...
Having a Will is Essential
If you have people who you love and care for, then creating a will for your peace of mind and their protection is the right thing to do.
Reap-Your-Taxes-While-Ye-May Estate Planning
2020 year end planning may offer some not-to-be repeated opportunities to take advantage of current low income tax rates and CARES Act provisions.
The importance of discussing your estate plan
Estate planning is a difficult endeavor by itself. Discussing your estate plan, though, adds another layer of complexity to the process. While you may want to address its terms with your children or other loved ones, you might fear their responses. But explaining your...
At Geyer Law, Protection of Online Data Takes Priority
At Geyer Law, we have put in place a four-ply plan for safeguarding information. All types of businesses – and all individuals – need to be concerned with cybersecurity.
Guarding Your Online Presence in 2020
It’s important to a)guard your online presence and b) include online assets in your estate plan. Language that needs to be included in estate planning documents gives lawful consent to providers to divulge electronic communications to the correct people.
Geyer Law Clients Urged to Be on the Alert for the IRS’ Dirty Dozen
Summary of scams relating to income taxes…
