Christmas. Chanukah. Kwanza - tis the season. And sure, writes Katherine Gillespie in vice.com, getting together with relatives and receiving gifts has its perks, but you will have to talk with them. After all, she points out, “social convention has dictated we can’t...
Month: December 2019
The importance of talking about special needs
Setting up a special needs trust in Indiana could potentially help your loved ones maintain their standard of living and manage their spending. In some cases, the process is relatively straightforward. In others, you may need to deal with complex legal issues at the...
What can advisors do if they suspect financial abuse?
If you are an advisor in Indiana, you may have witnessed several cases of financial abuse of elders. This crime involves the unauthorized use and even stealing of a senior’s financial assets. In some cases, the abuser is the legal guardian of the senior. There are...
Make Sure you’re Still Sure About Those Beneficiary Designations
Singer Barry White and actor Heath Ledger were both highly talented performers, yet both made the same big mistake when it came to their estate planning, Kaitlin Pitzker explains in a Kiplinger Magazine article – they didn’t update their beneficiary designations. When...
Veterans Burn Pit Bill Introduced
A very important part of our law practice at Rebecca W. Geyer & Associates is providing assistance to veterans and their surviving spouses, helping them obtain VA benefits. As the 2019 winter holidays approach, we are gratified to learn about a bill recently...
The Holiday Season – a Time to Enable a Better Life Experience
Five years ago this month, the ABLE Act (the Stephen Beck, Jr. Achieving a Better Life Experience Act was signed into Federal Law, with Indiana’s ABLE Act going into effect a year later. The concept – individuals with disabilities may establish ABLE accounts, allowing...
Who needs a living will?
A living will is a document of many names. Some people in Indiana also refer to it as a medical directive or health care directive. Whatever they choose to call it, the document serves one primary purpose. If an individual becomes incapacitated and not a minor, it...
