by Rebecca W. Geyer & Associates P.C. | Jul 6, 2020 | Estate Planning, wills
Estate planning may sound like the domain of the very wealthy, however, in the eyes of the law, an estate is simply the aggregate of property an individual owns, and most everyone owns something. Property ownership includes individual as well as jointly owned bank...
by Rebecca W. Geyer & Associates P.C. | Mar 16, 2020 | elder care, family caregivers
By Cara M. Chittenden As baby boomers age, more and more millennials are becoming caregivers. Many are taking on this role while just getting started in their own lives, leading to difficult decisions about priorities. Proper planning can help them navigate this...
by Rebecca W. Geyer & Associates P.C. | Mar 9, 2020 | elder care, family caregivers
By Dara M. Hensel Providing care for a senior family member, particularly long-term care, can bring about lost wages and missed opportunities for the caregiver. A report by Genworth entitled Beyond Dollars 2018 shows that although statistically having to miss work to...
On behalf of Rebecca W. Geyer & Associates P.C. | Feb 24, 2020 | IRA beneficiaries, retirement planning
By Dara M. Hensel President Trump on December 20 signed a spending bill that makes major changes to retirement plans. The new law is designed to provide more incentives to save for retirement, but it may require workers to rethink some of their planning. The Setting...
by Rebecca W. Geyer & Associates P.C. | Feb 17, 2020 | Estate Planning
By Cara M. Chittenden Many people think that estate plans are for someone else, not them. They may rationalize that they are too young or don’t have enough money to reap the tax benefits of a plan. But as the following list makes clear, estate planning is for...
by Rebecca W. Geyer & Associates P.C. | Feb 10, 2020 | Estate Planning
By Dara M. Hensel This is a common question we hear. Read on for information to help figure out whether you need a trust and, if so, what kind fits your specific situation. For example, maybe you have a disabled child and you want a trust to permit that child to...
On behalf of Rebecca W. Geyer & Associates P.C. | Feb 6, 2020 | Guardianship
By Rebecca W. Geyer Guardianship, among the most restrictive options for assisting disabled individuals because it takes decision-making rights away from the person, is a commonly used means of assisting people with disabilities. Under Indiana law, when a person...
On behalf of Rebecca W. Geyer & Associates P.C. | Feb 3, 2020 | Estate Planning, wills
By Cara M. Chittenden A living will lays out your preferences for life-sustaining medical treatment. It is often accompanied by a health-care proxy or power of attorney, which allows someone to make treatment decisions for you if you are incapacitated and the living...
