Estate planning, truth is, involves an effort to look into the future, anticipating others' needs and helping reduce heartaches and hassle for family members. Last week, in our Geyer Law blog post, "Leaving Legacies, Not Burdens", we discussed "problem assets" that...
Only last week, our nation remembered Dr. Martin Luther King, Jr., leader of the civil rights movement and winner of the Nobel Peace Prize, whose life was cut short in 1968, at age 39, by an assassin's bullet.Some forty years later, a headline in July 19, 2008 NBC...
Both givers and receivers need to be strategic about communicating when it comes to estate planning and wealth transfer, John Vandergriff emphasizes in a Kiplinger article. On the other hand, he notes, "The reality is that not everyone wants their children to know...
“Bucketing” is a way to give form and function to estate planning, anticipating not only your own future needs, but those of your beneficiaries at different stages of their lives.
When adult children become dependent on their parents for financial support, parents’ estate planning needs to be adjusted to those realities.
Bucketing one’s estate plan means anticipating heirs’ needs at different states in their lives.
