Hoosier Estate Planner
Set up your partnership successfully
Some business owners choose to work with a partner to ease the stress and financial burden of starting a business. While many partnerships are beneficial, some can be detrimental to the business if the partners do not plan appropriately. The most successful...
Beyond the 529 – Smart College Planning for Children and Grandchildren`
Grandparents who wish to help fund grandchildren’s tuition costs have options in addition to 529 plans.
Smart College Planning for Children and Grandchildren
Many grandparents are interested in helping their grandchildren pay for college. But what are the most efficient ways to go about that project?
Why are young couples enthusiastic about prenups?
In Indiana, prenuptial agreements have had a bit of a bad reputation for some time. But young couples embrace prenups with more enthusiasm than ever before. Today we will examine why that may be the case. First of all, younger couples have more assets to protect....
Spending Bill Approved by President Trump Important for Geyer law Clients
The SECURE Act approved by President Trump offers many planning opportunities for elder law planning, estate planning, and retirement planning.
‘Tis the Season – for Family Conversations
Christmas. Chanukah. Kwanza - tis the season. And sure, writes Katherine Gillespie in vice.com, getting together with relatives and receiving gifts has its perks, but you will have to talk with them. After all, she points out, “social convention has dictated we can’t...
The importance of talking about special needs
Setting up a special needs trust in Indiana could potentially help your loved ones maintain their standard of living and manage their spending. In some cases, the process is relatively straightforward. In others, you may need to deal with complex legal issues at the...
What can advisors do if they suspect financial abuse?
If you are an advisor in Indiana, you may have witnessed several cases of financial abuse of elders. This crime involves the unauthorized use and even stealing of a senior’s financial assets. In some cases, the abuser is the legal guardian of the senior. There are...
Make Sure you’re Still Sure About Those Beneficiary Designations
Singer Barry White and actor Heath Ledger were both highly talented performers, yet both made the same big mistake when it came to their estate planning, Kaitlin Pitzker explains in a Kiplinger Magazine article – they didn’t update their beneficiary designations. When...
Veterans Burn Pit Bill Introduced
A very important part of our law practice at Rebecca W. Geyer & Associates is providing assistance to veterans and their surviving spouses, helping them obtain VA benefits. As the 2019 winter holidays approach, we are gratified to learn about a bill recently...
