My financial planner friends called my attention to a curious headline in Financial Advisor Magazine: "How Student Loans Became Part of Estate Planning". The premise underlying the title: "Under the loan provisions of the One Big Beautiful Bill Act, signed...
An adult child being suddenly thrust into caring for an aging parent is a stressful enough situation, but it often pales in comparison with what can come next, an article in Financial Advisor Magazine points out. That's because after the parent dies, what started...
Last week in our Geyer Legal blog, Cara Chittenden talked about the advantages of having family conferences which not only allow younger family members meet the members of their parents' advisory team, but also allow the parents and grandparents to openly share...
A charitable giving strategy might be a new concept for many individuals, certified financial planner Jalene Hahn writes in the Indianapolis Business Journal. While Vanguard Charitable found that three quarters of American adults donate money each year to a charity,...
Nowadays, it's easy to customize everything from apparel to coffee mugs and water bottles. But, as we well know at Geyer Legal, one area that simply cannot be customized is estate planning. Every individual, every parent and grandparent with whom we meet, represents...
