Rebecca W. Geyer & Associates P.C
  • Home
  • About
  • Testimonials
  • Resources
    • Forms
    • Fees And Payment
    • Resources
  • Blog
  • Contact
Select Page

An Estate Planning Lawyer’s Overarching Role – Being a Leader

On behalf of Rebecca W. Geyer & Associates P.C. | Nov 21, 2018 | advisors, estate planning lawyer, leadership

“There are many potential roles that can be filled by a financial life planner” Stephen Brody writes in the Journal of Financial Planning. “The overarching role, however, is being a leader,” Brody  asserts, quoting John Quincy Adams’ statement: “If your actions...

Introducing…New Geyer Law Associate Jennifer Hammond

On behalf of Rebecca W. Geyer & Associates P.C. | Nov 18, 2018 | Uncategorized

Their whole lives, Tom and Sara Smith had worked hard. Although hardly wealthy, the couple had lovingly accumulated assets which they had hoped to leave to their children and grandchildren. Now medical problems had become a challenge. Tom had survived cancer, but his...

When Paying Taxes Isn’t a One-Time-a-Year Task

On behalf of Rebecca W. Geyer & Associates P.C. | Nov 14, 2018 | business planning, tax planning and estate planning

“For many retirees, paying taxes isn’t a one-time-a-year task”, a recent issue of Kiplinger’s Retirement Report points out. Even after taking care of their 2018 tax return, many seniors will need to work on their Form 1040-ES to pay estimated 2019 taxes, with the...

Year-End Planning – Where Estate and Tax Planning Meet for Seniors

On behalf of Rebecca W. Geyer & Associates P.C. | Nov 7, 2018 | estate and tax planning, year-end planning

For all of us, falling leaves are a reminder that, as year-end approaches, we need to make sure all our tax-related i’s are dotted and our t’s crossed. Year end is also a time when tax planning and estate planning are most inter-related for seniors.  As the AARP...

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

Archives

  • October 2019
  • September 2019
  • August 2019
  • July 2019
  • June 2019
  • May 2019
  • April 2019
  • March 2019
  • December 2018
  • November 2018
  • October 2018
  • September 2018
  • August 2018
  • July 2018
  • June 2018
  • May 2018
  • April 2018
  • March 2018
  • February 2018
  • December 2017
  • November 2017
  • October 2017
  • September 2017
  • August 2017
  • July 2017
  • June 2017
  • May 2017
  • April 2017
  • March 2017
  • February 2017
  • January 2017
  • December 2016
  • November 2016
  • October 2016
  • September 2016
  • August 2016
  • July 2016
  • June 2016
  • May 2016
  • April 2016
  • March 2016
  • February 2016
  • January 2016
  • December 2015
  • November 2015
  • October 2015
  • September 2015
  • August 2015
  • July 2015
  • February 2015
  • August 2014
  • June 2014
  • March 2014
  • February 2014

Categories

  • advisors
  • Business Law
  • business planning
  • charitable estate planning
  • charitable giving
  • claiming veterans' benefits
  • clients' legal issues
  • conservatorships
  • couples' estate planning
  • Directives
  • Disabled
  • Domain name
  • elder abuse
  • elder care
  • Elder law
  • Elder Scams
  • eldercare resources
  • Equine trusts
  • estate administration
  • estate and tax planning
  • Estate Planning
  • estate planning for college students
  • Estate planning for spouses with big age differences
  • estate planning in Indiana
  • estate planning lawyer
  • family law and estate planning
  • FSSA
  • Guardianship
  • horse owners' estate planning
  • hybrids for long term care
  • Indiana
  • Indiana estate planning
  • inherited IRAs
  • IRA beneficiaries
  • leadership
  • life insurance/ long term care combos
  • long term care insurance
  • Medicaid
  • new veterans benefits
  • nursing home
  • pet trusts
  • philanthropy
  • philanthropy in estate planning
  • power of attorney
  • prenuptial agreements
  • Probate
  • probate disputes between siblings
  • resources for seniors
  • retirement and estate planning
  • retirement planning
  • rolling over an inherited IRA
  • senior bullying
  • social security
  • Social Security benefits and estate planning
  • special needs children
  • Special Needs Planning
  • special needs trust
  • succession planning
  • suicide
  • suicide clasue
  • Tax Planning
  • tax planning and estate planning
  • Uncategorized
  • veterans estate planning
  • wills
  • year-end planning

RSS Feed

Subscribe To This Blog’s Feed

FindLaw Network

Schedule Your Consultation Today

Let us answer your questions and discuss your options.

Office Location

Rebecca W. Geyer & Associates P.C.
11550 N. Meridian St.
Suite 200
Carmel, IN 46032

Phone: 317-973-0237
Map & Directions

 
Review The Firm

© 2019 Rebecca W. Geyer & Associates P.C.. All Rights Reserved.

Disclaimer | Site Map | Privacy Policy | Business Development Solutions by FindLaw, part of Thomson Reuters