Your philosophy is an important part of your legacy; wisdom, as well as wealth, can be passed along to the next generation….
Passing on Wisdom Along with Wealth
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Caring For Generations
Month: March 2025
Hopeful FDA News Serves as a Planning Reality Check
by Rebecca W. Geyer & Associates P.C. | Mar 19, 2025 | Directives, elder care, estate and tax planning, family caregivers
Health issues are an important consideration in estate planning, as this bulletin about compassionate care shows.
Another Estate Planning Cautionary Tale in the News
by Cara Chittenden | Mar 12, 2025 | business planning, estate and tax planning, Estate Planning, estate planning in Indiana
Two recent articles in the news reporting family businesses that had to close for lack of a successor highlight the need for business succession planning…
In Estate and Wardrobe Planning, Only Time Takes the Guesswork Out
by Rebecca W. Geyer & Associates P.C. | Mar 5, 2025 | Estate Planning, estate planning documents, family law and estate planning
As is true in wardrobe planning, both taking stock and looking ahead, “swapping and adding” elements to an estate plan are needed.
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