Introducing new associate at Geyer Law – Jude Byanski.
Social Security Divorce Arithmetic Adds Up to One and a Half
Getting a divorce later in life can really put a crimp in retirement and estate planning, Lisa Zeiderman points out in Financial Advisor Magazine. At Geyer Law, we agree. Often called upon to draft estate planning documents for second marriages, we know how important...
Why Your Estate Planning Attorney and Tax Advisor Need to talk
Grandparents who took out student loans to help children or grandchildren – or adults who borrowed to pay for education after being displaced during the recession are now faced with the possibility of dying with the loans still unpaid. Some loans will be discharged on death; for others, life insurance can fund the repayments.
Dealing WIth the Widow or Widower’s Tax
“Many couples don’t foresee the possible financial hit if one partner dies, including the tax crunch sometimes called the ‘widow’s tax’,” Jeff Stimpson writes in Financial Advisor, referring to potential tax and cash flow problems faced by women and men after the loss...
Equal is Equitable, Most of the Time
When it comes to deciding how to leave property to your children, the clearest choice is to divide everything into equal shares. That is the straightforward choice when all your children are doing equally well. But if not – if, for example, your son is a starving...
