his true life story illustrates the importance of life insurance and of estate planning to protect children from disputes and financial burdens.
Army Vet Helps Both Civilians and Vets Prepare for the Best
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Caring For Generations
Month: February 2022
Could Your RMD Become a QCD?
On Behalf of Geyer Legal Group, PC | Feb 16, 2022 | charitable estate planning, IRA beneficiaries
It is very effective to give money to charity through an IRA distribution sent directly to that charity. Your Required Minimum Distribution is thus turned into a Qualified Charitable Distribution.
More About Social Security and Estate Planning
On Behalf of Geyer Legal Group, PC | Feb 9, 2022 | Elder law, estate and tax planning, social security, Social Security benefits and estate planning
A social security/tax planning strategy called the Social Security Split can impact estate and gift planning as well as social security benefits themselves…
The Place of Social Security in Estate Planning
On Behalf of Geyer Legal Group, PC | Feb 2, 2022 | estate planning in Indiana
Life expectancy, divorce and remarriage, and healthcare costs are all factors relating to seniors’ decisions about social Security benefits.
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