Business consultants call it the “clean desk policy”. By having all employees clear their desks at the end of each work day, including documents, notes, business cards, and flash drives, the organization reduces the risk of information theft, fraud, and security...
Month: September 2015
Help! I’ve Just Become an Executor!
“Just as you’re beginning the painful and exhausting process of grieving for your parent’s death, you learn that you’ve basically become secretary of his or her death,” observes Lucy Mueller of gobankingrates.com.“Being the executor of a will involves a process that’s...
Take Care in Selecting a Caregiver
“Did you know,” asks the Media Policy Center, “that today we have more parents to care for than children?” Eldercare has replaced childcare, the Center points out, as a leading healthcare issue. Healthcare issues for elders comprise a vitally important aspect of our...
Post-Death Estate Planning Documents for Same-Sex Couples
Due to the recent legalization of same-sex marriage throughout the United States, same-sex couples now, more than ever, should have proper estate planning in place. While same-sex marriage is legal in every state, many same-sex couples prefer to remain unwed, and...
Lifetime Estate Planning Documents for Same-Sex Couples
Despite the recognition of same-sex marriage in Indiana, it is still important for both married and unmarried same-sex couples to have estate planning documents in place. In her recent presentations for the Indiana State Bar Association on the topic of “Estate...
In Light of Obergefell, Same-Sex Couples Should Review Their Employment and Retirement Benefits
As a result of the Supreme Court’s ruling in Obergefell v. Hodges, which legalized same-sex marriage throughout the United States, same-sex couples should consider reviewing their retirement benefits to ensure that their elections and beneficiary designations match...
Same-Sex and Heterosex Spouses Now Equal in the Eyes of the IRS
Recent presentations by Rebecca W. Geyer at the Elder Law Institute and the Family Law Institute included “Estate Planning for Same-Sex Couples”. With the Supreme Court’s decision in Obergefell v. Hodges legalizing same-sex marriage throughout the United States,...