At Rebecca W. Geyer & Associates, we’re dedicated to providing in-depth counseling to individuals and families to accomplish practical estate planning solutions. That includes staying abreast of new developments in investments. tax law, and insurance. One tool...
“While retirement planning and estate planning are linked, you need to prioritize for everyone to benefit,” firstcoastadvisors.com explains. If you don’t put retirement first, you risk becoming a burden to your children, yet at the same time you wish to secure the...
“If you are to get the medical care you need,” cautions Tim Prosch in the book The Other Talk, ” you and your family will need to learn how to take control of your healthcare.” At Geyer law, we convey the same message to our estate planning clients. Appointing someone...
“You have to be vigilant to make sure assets will pass to the other when one of you dies,” Marcia Passos Duffy writes in Bankrate.com, referring to unmarried couples living together. “When life partners don’t tie the knot,” Duffy adds, “they don’t enjoy the financial...
