There are five kinds of taxes that can affect your estate..
Month: November 2023
Post-Thanksgiving Holiday, Adult Children Step Up to Plate
The Thanksgiving holiday is often a chance for adult children to notice signs of cognitive decline in their parents.
Generational Opportunity for Only a Few; a Wake-up Call for Many
The 2017 Tax Cuts and Jobs Act had doubled the amount for paying estate tax. Now that advantage is dur to expire in 2025, dramatically reducing the tax exemption. While only high not clients will be directly affected, all clients need to review their estate and tax planning.
Some Positive Thoughts About Planning for the Unthinkable
In last week's Geyer Law blog, we talked about the importance of advance planning for healthcare needs, and specifically the issues that must be addressed were you or a loved one faced with a diagnosis of Alzheimer's or dementia. In addition to Indiana's Advance...
The Unthinkable – Thinking About It Now For Later
After a diagnosis of Alzheimer’s or dementia, careful estate planning becomes an urgent need…