Caring For Generations

Month: May 2022

Taking Advantage of the Time In-Between

On Behalf of Rebecca W. Geyer & Associates P.C. | May 25, 2022 | charitable estate planning, charitable giving, estate and tax planning

The SECURE Act has deferred the time when mandatory withdrawals must be taken from IRA accounts. Still, Qualified Charitable Distributions may be made beginning with the account holder’s age 70 1/2.

A Cautionary Estate Planning Tale from Dubai

On Behalf of Rebecca W. Geyer & Associates P.C. | May 18, 2022 | business planning, estate administration, estate and tax planning

A news story about a Dubai billionaire’s death highlights the need for careful estate planning and business succession planning.

Assets Can Be “Complicated”. Charitable Gift Planning Need Not Be

On Behalf of Rebecca W. Geyer & Associates P.C. | May 11, 2022 | charitable estate planning, charitable giving, couples' estate planning

Sarah Weaver of the Central Indiana Community Foundation shares insights into charitable gift planning and donor-advised funds.

ESOPs – Where Tax Planning, Retirement Planning, and Estate Planning Meet

On Behalf of Rebecca W. Geyer & Associates P.C. | May 4, 2022 | business planning, estate and tax planning, Estate Planning

ESOP plans are tax-deferred retirement plans that help business owners save taxes, passing along their business interests to chosen individuals.

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Month: May 2022

Taking Advantage of the Time In-Between

A Cautionary Estate Planning Tale from Dubai

Assets Can Be “Complicated”. Charitable Gift Planning Need Not Be

ESOPs – Where Tax Planning, Retirement Planning, and Estate Planning Meet

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