Estate planning is no longer about just death and death taxes, Seth Kaplan and Josh Goldglantz point out in Financial Advisor magazine. That’s particularly the case with Generation X (those born between the early 1960s and the early 1980s). Just some of the issues Gen...
When it comes to estate planning, you might say assets are assets, except when those assets are in an Individual Retirement Account. It’s not enough, for example, to simply divide your total assets equally among your three children – at least not if some of those...
Yes, you can avoid many problems by securing your important documents, and telling your family where they are stored, concedes Saaabira Chaudhuri, writing in the Wall Street Journal. But that isn’t to say you should keep everything, she warns. “Sometimes people hold...
Since estate planning is really about the next generation rather than about one’s own, it quite often occurs that our conversations with Geyer Law clients “branch off” into discussions about the best way to pass on wisdom about money management to younger family...
“A simple but important issue involved in estate planning is where to keep your legal documents after they are signed,” observes attorney Richard Silvester. Silvester himself recommends clients keep the originals of their own documents. “Thirty years from now,” he...
There is such a thing as doing the right thing, and for the right person, but at the wrong time; there is also such a thing as doing the right thing, but in the wrong way. In the area of estate planning, life insurance is one of those right things that can go very...
It is not uncommon for families to make loans to children or other family members in need of funds. “Wealthy families often run a ‘family bank’ with advances to various family members as they have liquidity needs,” explains americanbar.org. While it may be tempting...
Parents of special needs children face unique challenges and legal issues. Is your child eligible for governmental benefits? Which ones? What educational opportunities are available for your child? How do you handle an institution which is non-compliant with your...
October 10th will find the attorneys and staff of Rebecca W. Geyer and Associates on the move at the Walk to End Alzheimer’s. The world’s largest event to raise awareness and funding for Alzheimer’s care, support and research, the Walk is held annually in more than...
