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...
Month: January 2017
Joint Ownership May Not Turn Out Like “Going Halfsies”
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?
“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
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
“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
“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
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?
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 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...
