On behalf of Rebecca W. Geyer & Associates P.C. | Jan 29, 2020 | Social Security benefits and estate planning
2020 ushered in a modest increase in Social Security benefits for many of our elder law and estate planning clients (an extra 1.6%, to be exact). For many, though, changes included higher Medicare premiums ($9.10 per month in Part B premiums). Also, (since quite a...
On behalf of Rebecca W. Geyer & Associates P.C. | Jan 27, 2020 | special needs children, Special Needs Planning
By Dara M. Hensel, Estate Planning Paralegal Having a special needs child has many challenges. One of the toughest challenges faced by many parents is knowing how to best care for their special needs child as they reach adulthood. There are many areas that need...
by rebeccageyer | Jan 24, 2020 | Estate Planning, Special Needs Planning, special needs trust
By Rebecca W. Geyer Parents want their children to be taken care of after they die. But children with disabilities have increased financial and care needs, so ensuring their long-term welfare can be tricky. Proper planning by parents is necessary to benefit the child...
On behalf of Rebecca W. Geyer & Associates P.C. | Jan 23, 2020 | Estate Planning
Despite popular belief, you do not need to be rich, elderly or sick to have an estate plan. If you have a house, car, money in the bank or cherished belongings, you can benefit from creating an estate plan. Not only can a plan help you maximize the value of your...
On behalf of Rebecca W. Geyer & Associates P.C. | Jan 22, 2020 | retirement and estate planning, retirement planning
“The right decision can be a retirement game-changer – and so can the wrong one,” cautions Ed Slott in Financial Planning magazine, referring to the choice many employees are given between a lump sum buyout and a pension. As estate and elder law attorneys, we...
On behalf of Rebecca W. Geyer & Associates P.C. | Jan 21, 2020 | estate administration
Preparing your estate for what happens after you die is vital, but after your death, the legal actions and other duties do not end. While you cannot be there to support your family through the probate process, they may want to hire a probate attorney who can help. ...
On behalf of Rebecca W. Geyer & Associates P.C. | Jan 16, 2020 | business planning
Some business owners choose to work with a partner to ease the stress and financial burden of starting a business. While many partnerships are beneficial, some can be detrimental to the business if the partners do not plan appropriately. The most successful...
On behalf of Rebecca W. Geyer & Associates P.C. | Jan 15, 2020 | Uncategorized
Funding a higher education these days is no small matter, and many grandparents are looking for ways to provide direct help to grandchildren or at least help their children shoulder that burden. Last week’s blog post discussed 529 qualified tuition plans, which allow...
by rebeccageyer | Jan 8, 2020 | Uncategorized
Strange that at an elder law and estate planning firm, so many of our discussions with clients center around ways to pay for college? Not really. Funding a higher education these days is no small matter, and many grandparents are looking for ways to help their...
On behalf of Rebecca W. Geyer & Associates P.C. | Jan 7, 2020 | prenuptial agreements
In Indiana, prenuptial agreements have had a bit of a bad reputation for some time. But young couples embrace prenups with more enthusiasm than ever before. Today we will examine why that may be the case. First of all, younger couples have more assets to protect....
