Health issues are an important consideration in estate planning, as this bulletin about compassionate care shows.
Hopeful FDA News Serves as a Planning Reality Check
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Rebecca W. Geyer & Associates P.C.
In Estate and Wardrobe Planning, Only Time Takes the Guesswork Out
As is true in wardrobe planning, both taking stock and looking ahead, “swapping and adding” elements to an estate plan are needed.
Charitable Remainder Unitrusts Deal With the Now and the Later On
Charitable Remainder Unitrusts offer tax benefits to the donor. More important – a CRT helps with the now and the later.
First National Bank of Grandma and Grandpa
Many grandparents choose to lend money to their grandchildren. The estate planning needs to specify whether the loan will be forgiven, and their are tax rules that must be followed.
