Disability parking placards allow you to park in areas designated for disabled drivers. Before applying for a handicap placard for your car, be certain you meet the criteria set by your Department of Motor Vehicles, says Melissa Crumish of dmv.org. If you’re an...
Month: December 2015
Leaving Room for Charity in Your Estate Plan
“Building charitable giving into your estate plan is a wonderful way to extend your generosity and leave a meaningful legacy. And it’s not just for the very wealthy, says Carrie Schwab-Pomerantz, President of the Charles Schwab Foundation. Do you want to benefit a...
Elder Law and Estate Planning – All About People
Completing her studies at Indiana University Maurer School of Law, Columbus, Indiana native wasn’t sure exactly what specialty area of the law she wanted to make her life’s work. She knew only that her career needed to be devoted to helping people. True to that...
Celebrity Estate Planning Mistakes to Avoid – Being Disorganized
This month’s Hoosier Estate Planning blog posts are focused on celebrities who made estate planning mistakes. (Since these stories have been covered in the media – in contrast to the strict confidentiality in which Geyer & Associates’ clients’ estate planning...
Directives for Home and Hospital
Documents appointing an agent to act and providing instructions about your health care wishes when you are not able to make them yourself are called health care advance directives, explains Charles Sabatino, director of the American Bar Association’s Commission on Law...
Directives Need To Be Done in Advance
“Advance care planning is a process for setting goals and plans with respect to medical care and treatment,” explains Charles Sabatino, director of the American Bar Association’s Commission on Law and Aging. Documents appointing a representative and setting forth...
Social Security Strategy and Your Estate Plan
If you’re part of a couple and younger than age 62, some new rules about Social Security that were included in the Bipartisan Budget Act of 2015 may have you making some changes in your estate plan. (Older than that? Well, if you’re going to be turning 66 by April of...
Is Making an Anatomical Gift Part of Your Estate Plan?
As we provide in-depth counseling to individuals and families, Geyer & Associates fields many questions about the most personal type of bequest any person can make to another – an anatomical gift. The authors of the Indiana Laws of Aging Handbook discuss the...
Is Your Safety Deposit Box in Sync With Your Estate Plan?
“Renting a bank safe-deposit box can help secure important personal documents, collectibles, and family heirlooms," says Paul Bomberger of bankrate.com, "but it's important to make wise decisions about what goes in the box and to stipulate who has access to it." Items...
When Going Joint Causes Problems
Joint ownership - whether of property or of bank and investment accounts - is convenient. And yes, joint ownership of assets is one way to avoid probate. But as we often find it necessary to remind our clients, it’s important to understand the consequences of joint...
