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Smart Gifting in 2021 Focuses on the Need

On behalf of Rebecca W. Geyer & Associates P.C. | Jan 13, 2021 | charitable estate planning, charitable giving, estate and tax planning

Estate planning has “gotten a raise’ in terms of the increased estate and gift tax exemption, but even more important, the effects of the pandemic has focused attention on the need – the needs of family members, and the needs of charitable organizations.

Your Personal Possessions: Memories Are Made of These

by Rebecca W. Geyer & Associates P.C. | Jan 11, 2021 | Estate Planning

Suppose that your estate plan is all set. It will be taking care of your home, savings, and investments, making sure that your family will get those valuable estate items fairly and efficiently. Your plan will also protect your legacy from your children’s potential...

Estate Planning Gets a “Raise” in 2021

On behalf of Rebecca W. Geyer & Associates P.C. | Jan 6, 2021 | estate and tax planning, Estate Planning

In 2021, the estate and gift tax exemption rises. Learn how current giving can benefit both donor and donee.

Senior Taxes, Money, and Retirement in a Biden Administration

by Rebecca W. Geyer & Associates P.C. | Jan 5, 2021 | elder care, Medicaid, social security

The advent of a Biden Administration could bring significant changes to the current landscape for older Americans. Biden has outlined what he would like to accomplish for older Americans, and this article is intended to summarize some of those plans. Social Security...

Recent Posts

  • Smart Gifting in 2021 Focuses on the Need
  • Your Personal Possessions: Memories Are Made of These
  • Estate Planning Gets a “Raise” in 2021
  • Senior Taxes, Money, and Retirement in a Biden Administration
  • Veterans’ Benefits – Too Often Under-Utilized and Incompletely Understood

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