"As life expectancy extends, a retirement nest egg needs to account for not only extra spending years, but also the out-of-pocket healthcare costs that accompany it," financial advisor Andrew Crowell cautions clients planning for their golden...
While we do no tax preparation at Geyer Law, we like to keep our blog readers updated on changes in the law. We love it when we can be the bearers of good news for our readers and clients! An important deadline is coming up just a week from today: The recently passed...
Donor-Advised Funds allow parents and children to participate together in choosing charitable causes to benefit, while taking a tax deduction in the year of the contribution.
Ancestry tourism is a recent travel trend in which people explore their heritage. In leaving “heritage” memories, access to digital assets must be part of your estate plan.
Raising a child with special needs represents a particular kind of pressure. For example, if you are a parent of a child with a significant disability, you know that you need to think about their long-term care and stability in ways that you wouldn’t for a child...
Bucketing one’s estate plan means anticipating heirs’ needs at different states in their lives.
Pets cannot inherit money or assets, but owners can ensure their pets are cared for in the event of a disability or death of the owner.
When older people divorce, the entire estate plan needs to be reviewed and new documents are often mandatory.
The availability of the new “Trump accounts” raises questions about gifts to grandchildren as part of one’s overall gift strategy and estate planning.
It’s hard to gear up for the unpredictable, but it’s crucial to prepare for the inevitable need for medical care as we age. Navigating the Medicaid system may be part of the puzzle.
