Suppose that your estate plan is all set. It will be taking care of your home, savings, and investments, making sure that your family will get those valuable estate items fairly and efficiently. Your plan will also protect your legacy from your children’s potential...
Senior Taxes, Money, and Retirement in a Biden Administration
The advent of a Biden Administration could bring significant changes to the current landscape for older Americans. Biden has outlined what he would like to accomplish for older Americans, and this article is intended to summarize some of those plans. Social Security...
Six Social Security Changes Taking Effect on January 1, 2021
The Social Security Administration (SSA) publishes upcoming changes to its social security program every October that take effect on January 1 of the next year. These changes can make a difference in how you plan for or live during your retirement years.
Six Key Considerations to Think Through Before Retiring
It isn’t always easy to transition to retirement life. Think carefully through the issues that will be most important to your success and well being BEFORE you retire.
Rebecca Geyer to Become Indianapolis Bar Association President in 2023
We are pleased to share that Rebecca W. Geyer & Associates P.C. founder Rebecca Geyer has been selected to lead the Indianapolis Bar Association in 2023.
Health and Financial Questions to Understand Before Turning 65
There is a lot to discover, learn, and know about how to proceed in life at age 65 and beyond. With Social Security benefit determinations, health insurance policies, and legal documents in order, you can begin to enjoy being 65.
If You Have Been Laid Off, Should You Take Your Social Security Benefits Early?
If you are close to retirement age and recently lost your job, there is a good chance you may not find work again. For many, this means an unexpected shortage of cash. As retirement can last a long time, you should proceed with caution about finding ways to supplement cash flow if you have lost your job.
Gen Xers Retirement Planning and Longevity
As Gen Xers enter into their 40s and 50s, it is time for them to become active in the creation and execution of their retirement planning. There are many things to consider, including finances, investments, insurance policies, legal documents, living arrangements, and healthcare.
A Will Does Much More than Transfer Your Assets
Care.com’s annual estate planning survey for 2019 found that 57% of U.S. adults do not have a Last Will & Testament (a “Will”). The survey found that participants were more likely or less likely to have a Will depending on issues such as age, race, and education....
Add Estate Planning to Your Pandemic Survival Resolutions
A number of things can happen to make estate planning document changes necessary. The pandemic is one enormous life-changing factor that dictates revisiting one’s estate plan.
