If you’re in business, you need to know about the new reporting requirements of the Corporate Transparency Act.
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Possibly Beneficial Beneficiary Ploy
Roth conversions, charitable planning, and beneficiary designations are all considered in an effective overall estate plan.
A Very Much Not-Now estate Planning Move
There are many reasons it’s NOT a good idea to transfer ownership of your home to an adult child.
It’s the Decisions, Not the Documents
While estate planning certainly involves the drafting of documents, the important part is the thinking about the best course of action to benefit our family members, ourselves, and the causes we hold dear.
Facing an Unwelcome Coverage Choice
Seniors are facing an unwelcome choice as premiums on Long Term Care insurance continue to rise beyond expectations.
Post-Thanksgiving Holiday, Adult Children Step Up to Plate
The Thanksgiving holiday is often a chance for adult children to notice signs of cognitive decline in their parents.
Generational Opportunity for Only a Few; a Wake-up Call for Many
The 2017 Tax Cuts and Jobs Act had doubled the amount for paying estate tax. Now that advantage is dur to expire in 2025, dramatically reducing the tax exemption. While only high not clients will be directly affected, all clients need to review their estate and tax planning.
The Unthinkable – Thinking About It Now For Later
After a diagnosis of Alzheimer’s or dementia, careful estate planning becomes an urgent need…
Thanking Those Who Served and Those Who Serve
Tomorrow we celebrate the National Day of the Deployed, to thank all military personnel, At Geyer Law, we help veterans and their survivors navigate the system and claim benefits.
Weighing Estate Planning Decisions on an Importance Scale
Estate planning is about decisions, not about documents, and decisions are weighted on a scale of importance in each situation..