The Two Lists

“Make two lists: your assets and the people you would like to own these assets one day,” advise the authors of The Beneficiary Book. That may not be as easy as it sounds, they caution. “In many cases, the hardest part about estate planning is taking inventory of your...

Wills Gone Awry

According to Alexander A Bove, Jr., author of The Complete Book of Wills, Estates, & Trusts, “Wills are almost universally regarded as a sort of permanent memorial, a person’s final statement to the world…” Bove reminds us, though, that creating a will that is...

New Trends in Estate Planning

Like everything else, estate planning evolves over time, and keeping up with the changes – in both the law and in the way people think about estate planning - is a big part of what we do at Rebecca W. Geyer & Associates.  We were very interested in the article...