by rebeccageyer | May 27, 2020 | retirement and estate planning
“Clients get much-needed retirement relief,” notes Ed Slott in Financial Planning Magazine, referring to several important provisions in the $2 trillion CARES Act, including: The date for making 2019 IRA...
On behalf of Rebecca W. Geyer & Associates P.C. | May 26, 2020 | Estate Planning, Probate
As you revise your will, you may want to reconsider some of its provisions. Since its beneficiaries will receive your assets in probate court, you will want to ensure a smooth disbursement process. Yet, you may sense potential for conflicts or challenges between them,...
On behalf of Rebecca W. Geyer & Associates P.C. | May 26, 2020 | Uncategorized
By Cara M. Chittenden The Department of Veterans Affairs (VA) has become an unlikely and innovative pioneer in the quest to provide cost-effective, quality in-home care for veterans. Although the agency has long been mired in controversies surrounding its programs,...
On behalf of Rebecca W. Geyer & Associates P.C. | May 20, 2020 | Uncategorized
The pandemic, in reminding us all of the fragility of life, has served as a wake-up call to many to review their planning. With health risks at the forefront of viewers’ and listeners’ concerns, more and more, we’re hearing radio and TV hosts urging their listeners to...
by rebeccageyer | May 18, 2020 | claiming veterans' benefits, veterans estate planning
By Rebecca W. Geyer It is a challenge to keep up with US Military benefits as they are always changing, and many veterans miss out on what can be life-changing aid. Many wartime veterans receive a disability pension due to injury. But did you know that wartime...
by rebeccageyer | May 13, 2020 | estate and tax planning, Estate Planning
The historic Coronavirus Aid, Relief, and Economic Security Act enacted into law March 27 of this year, “contains numerous tax provisons that will likely dominate the advice that financial advisors give to clients in the months ahead,” Richard J. Hindlian writes in...
by rebeccageyer | May 11, 2020 | claiming veterans' benefits, new veterans benefits, veterans estate planning
By Dara M. Hensel With Memorial Day approaching, our thoughts are turning toward veterans and their needs during the COVID-19 crisis. We will be sharing information for veterans and their families. You have been appointed to help your seven-year-old nephew Roberto...
by rebeccageyer | May 7, 2020 | elder care, family caregivers, nursing home
By Cara M. Chittenden With the coronavirus pandemic hitting nursing homes and assisted living facilities especially hard, families are wondering whether they should bring their parents or other loved ones home. It is a tough decision with no easy answers. The number...
On behalf of Rebecca W. Geyer & Associates P.C. | May 6, 2020 | coronavirus' effect on estate planning, wills
A little over one month ago, Indiana Governor Holcomb declared a public health emergency in Indiana relating to the 2019 novel coronavirus (COVID-19). Appropriate public health responses require limiting trial court operations and trial related activities. A special...
