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Estate Planning Dos and Don’ts Following a Divorce

On behalf of Rebecca W. Geyer & Associates P.C. | Jan 31, 2017 | Elder law, Estate Planning

Divorce is a complex and deeply personal process, and, at Geyer Law, we do all we can to help make the process as painless as possible. We know that, while all our clients can benefit from qualified estate planning advice, there are special issues that need to be...

Joint Ownership May Not Turn Out Like “Going Halfsies”

On behalf of Rebecca W. Geyer & Associates P.C. | Jan 25, 2017 | Estate Planning

Nice idea, this “going halfsies” for married couples, with each spouse putting money into a jointly held savings or investment account which either spouse may access. However, as an estate planning attorney in Indiana, I sometimes need to break the news to clients...

When It Comes To Medicaid, the Question Is – Is It Covered?

On behalf of Rebecca W. Geyer & Associates P.C. | Jan 24, 2017 | long term care insurance

“To be or not to be? That is the question,” Shakespeare’s Hamlet mused.  When it comes to Medicaid eligibility, however, there’s a whole ‘nuther question to ask: “Is it counted?” Medicaid is a joint federal-state government program which helps make medical coverage...

Don’t Forget Social Security When Planning Your Estate

On behalf of Rebecca W. Geyer & Associates P.C. | Jan 18, 2017 | Estate Planning

When clients turn to Geyer Law for help in creating an estate plan, it’s very typical for Social Security benefits to be the last thing on their minds. Surprise! Social Security is interwoven in just about every decision seniors make when it comes to their own...

Estate Planning for Modern Families No “Leave-It-To-Beaver” Task

On behalf of Rebecca W. Geyer & Associates P.C. | Jan 17, 2017 | Estate Planning

“We don’t all look like the conventional nuclear family once famously depicted in ‘Leave It To Beaver’, a Raymond James’ Point of View article observes, pointing out factors such as: the legalization of same-sex marriage an increase in the number of non-married...

There’s No Place Like Domicile

On behalf of Rebecca W. Geyer & Associates P.C. | Jan 11, 2017 | Estate Planning

“Domicile in Indiana is defined as ‘the place where a person has his true, fixed, permanent home and principal establishment, and to which place he has, whenever he is absent, the intention of returning,” an information bulletin from the State of Indiana explains....

Helping Veterans and Surviving Spouses Obtain the Benefits They Deserve

On behalf of Rebecca W. Geyer & Associates P.C. | Jan 10, 2017 | veterans estate planning

A very important part of our law practice at Rebecca W. Geyer & Associates is providing assistance to veterans and their surviving spouses  to help them obtain the VA benefits they deserve. The Department of Veterans Affairs is made up of three areas. Our firm’s...

What’s a Waiver, and What’s a Waiver For?

On behalf of Rebecca W. Geyer & Associates P.C. | Jan 4, 2017 | Estate Planning

A waiver, according to dictionary.com, is an intentional relinquishment of a right or interest. A mom, for example, might sign a waiver saying the school is not responsible if her child is hurt while on the school trip.  When it comes to estate planning, there are...

“Translating” the New Tax Law for Geyer Law Clients

On behalf of Rebecca W. Geyer & Associates P.C. | Jan 3, 2017 | Uncategorized

On Friday, December 22, 2017, President Donald Trump signed a new tax bill, formally named the “Tax Cuts and Jobs Act of 2017“. The 500-page long document covers many, many aspects of taxation and the economy.  Realizing that our clients and blog readers are not...

Recent Posts

  • Leaving a Legacy With a Values Imprint
  • Elder Abuse Alive in Indiana – Be Aware!
  • What About the Unattached? Estate Planning for “Moi”
  • Beneficiary Designations Give Same-Sex Couples Control
  • Be Aware – Beneficiary Designations Trump Wills

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Carmel, IN 46032

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