Hoosier Estate Planner
Estate Planning? Don’t Omit Digital Assets
Proactive steps to prevent partnership disputes
Between any two people, no matter how much they agree on, there will be some things they see differently. When those two people are business partners in Indiana, the disagreement could lead to serious issues. As Business News Daily notes, a disagreement may be about...
Who decides your medical care if you cannot?
Your approach to your health care is unique based on your family history, your religious and philosophical beliefs, your personal preferences and even your pain tolerance. Each decision you make likely comes after a discussion with your Indiana doctor where you...
Disabled Enabled Through the ABLE Program
Through ABLEnow accounts, individuals with disabilities can save money to pay for qualified disability expenses. The two unique advantages of ABLEnow accounts are: The earnings are not taxed. The disabled person does not lose eligibility for certain means-tested...
Leaving a Legacy With a Values Imprint
“For many, passing along religious beliefs and values to the next generation is just as important as passing along financial wealth and tangible assets,” South Carolina attorney Bobby Sawyer wisely observes. We agree. In fact, our attorneys at Geyer Law find our...
Elder Abuse Alive in Indiana – Be Aware!
“Indiana’s senior population is large and growing, providing an increasing target for financial abusers through fraud, scams, and exploitation,” cautioned Indiana Securities Commissioner Alex Glass in a recent presentation to the Financial Planning Association of...
What About the Unattached? Estate Planning for “Moi”
If you are single and (at least for now) unattached, perhaps with no children, you might have crossed estate planning off your to-do list. As Christine Fletcher writes in Forbes, you may have been busy building your career, socking away money for retirement, and...
Beneficiary Designations Give Same-Sex Couples Control
Beneficiary designations are legally binding documents and supersede whatever is written in your will, Ohio attorney Joan Burda points out. For same-sex couples, proper estate planning and beneficiary designations are potentially more critical, she says. For all...
Be Aware – Beneficiary Designations Trump Wills
So you’ve named beneficiaries for your 401(k), IRA, or life insurance policies…Make sure those designations still reflect your intentions. Beneficiary designations are legally binding documents and supersede whatever is written in your will, Ohio attorney Joan Burda...
Does Medicare Cover Long-Term Care?
One of the realities of growing older is the increased likelihood of needing some form of living assistance. As we age, everyday activities such as toileting and bathing may become more difficult. The problem is compounded by neurological degeneration diseases like...
