• Home
  • About
  • Team
  • Testimonials
  • Video Resources
  • Resources
    • Forms
    • Fees And Payment
    • Resources
  • Blog
  • Contact
  • Follow
  • Follow
Logo Placeholder

Call To Schedule A Consultation

317-973-0237
Logo Placeholder

Call To Schedule A Consultation

317-973-0237
  • Follow
  • Follow
  • Home
  • About
  • Team
  • Testimonials
  • Video Resources
  • Resources
    • Forms
    • Fees And Payment
    • Resources
  • Blog
  • Contact

Seamless Transitions of Value and Control are Hardly Simple

On behalf of Rebecca W. Geyer & Associates P.C. | Oct 14, 2020 | Business Law, business planning

Seamless transition of the ownership of a business or practice takes years of planning. Successors must be groomed and developed, and our role as advisors is to serve as good leaders in the inter-generational communication process.

COVID-19 Reminds Us to Plan for Business Continuity

by rebeccageyer | Aug 5, 2020 | Business Law, business planning

COVID-19 has put on spotlight on business continuity planning, particularly for small family-owned businesses. Planning must include not only succession planning, but preparing for business disruption and maximizing the use of government support.

Succession Plan Key to Business Estate Planning Success

by rebeccageyer | Mar 18, 2020 | business planning, Estate Planning

Estate planning for business owners avoids costly disputes and pain later on. Goals may include keeping the business within the family or selling the business as part of a retirement plan.

Set up your partnership successfully

On behalf of Rebecca W. Geyer & Associates P.C. | Jan 16, 2020 | business planning

Some business owners choose to work with a partner to ease the stress and financial burden of starting a business. While many partnerships are beneficial, some can be detrimental to the business if the partners do not plan appropriately. The most successful...

Why should you have a business succession plan now?

On behalf of Rebecca W. Geyer & Associates P.C. | Nov 25, 2019 | business planning

Regardless of when business owners in Indiana like you plan on retiring, it can be crucial to have a business plan ready to go. You may be wondering why it's important to get this looked into so early on and we are here to discuss that today. FindLaw discusses some of...

Selecting an entity for your business

On behalf of Rebecca W. Geyer & Associates P.C. | Aug 21, 2019 | business planning

The legal structure of your business shapes your professional journey. While you can change your entity in the future, it is best to get it right the first time to avoid legal and financial complications. There are various structures, and each comes with its benefits...

When Paying Taxes Isn’t a One-Time-a-Year Task

On behalf of Rebecca W. Geyer & Associates P.C. | Nov 14, 2018 | business planning, tax planning and estate planning

“For many retirees, paying taxes isn’t a one-time-a-year task”, a recent issue of Kiplinger’s Retirement Report points out. Even after taking care of their 2018 tax return, many seniors will need to work on their Form 1040-ES to pay estimated 2019 taxes, with the...

Recent Posts

  • Smart Gifting in 2021 Focuses on the Need
  • Your Personal Possessions: Memories Are Made of These
  • Estate Planning Gets a “Raise” in 2021
  • Senior Taxes, Money, and Retirement in a Biden Administration
  • Veterans’ Benefits – Too Often Under-Utilized and Incompletely Understood

Archives

  • January 2021
  • December 2020
  • November 2020
  • October 2020
  • September 2020
  • August 2020
  • July 2020
  • June 2020
  • May 2020
  • April 2020
  • March 2020
  • February 2020
  • January 2020
  • December 2019
  • November 2019
  • October 2019
  • September 2019
  • August 2019
  • July 2019
  • June 2019
  • May 2019
  • April 2019
  • March 2019
  • December 2018
  • November 2018
  • October 2018
  • September 2018
  • August 2018
  • July 2018
  • June 2018
  • May 2018
  • April 2018
  • March 2018
  • February 2018
  • December 2017
  • November 2017
  • October 2017
  • September 2017
  • August 2017
  • July 2017
  • June 2017
  • May 2017
  • April 2017
  • March 2017
  • February 2017
  • January 2017
  • December 2016
  • November 2016
  • October 2016
  • September 2016
  • August 2016
  • July 2016
  • June 2016
  • May 2016
  • April 2016
  • March 2016
  • February 2016
  • January 2016
  • December 2015
  • November 2015
  • October 2015
  • September 2015
  • August 2015
  • July 2015
  • February 2015
  • August 2014
  • June 2014
  • March 2014
  • February 2014

Categories

  • advisors
  • Business Law
  • business planning
  • CARE Act
  • charitable estate planning
  • charitable giving
  • claiming veterans' benefits
  • clients' legal issues
  • college planning
  • conservatorships
  • coronavirus' effect on estate planning
  • couples' estate planning
  • Directives
  • Disabled
  • divorce
  • Domain name
  • elder abuse
  • elder care
  • Elder law
  • Elder Scams
  • eldercare resources
  • Equine trusts
  • estate administration
  • estate and tax planning
  • Estate Planning
  • estate planning for college students
  • Estate planning for spouses with big age differences
  • estate planning in Indiana
  • estate planning lawyer
  • family caregivers
  • family law and estate planning
  • FSSA
  • Guardianship
  • horse owners' estate planning
  • hybrids for long term care
  • Indiana
  • Indiana estate planning
  • inherited IRAs
  • IRA beneficiaries
  • IRAs in estate planning
  • LBGTQ
  • leadership
  • life insurance/ long term care combos
  • long term care insurance
  • Medicaid
  • new veterans benefits
  • nursing home
  • pet trusts
  • philanthropy
  • philanthropy in estate planning
  • power of attorney
  • prenuptial agreements
  • Probate
  • probate disputes between siblings
  • resources for seniors
  • retirement and estate planning
  • retirement planning
  • rolling over an inherited IRA
  • same sex couples
  • senior bullying
  • social security
  • Social Security benefits and estate planning
  • special needs children
  • Special Needs Planning
  • special needs trust
  • succession planning
  • suicide
  • suicide clasue
  • Tax Planning
  • tax planning and estate planning
  • Uncategorized
  • veterans estate planning
  • wills
  • year-end planning

RSS Feed

Subscribe To This Blog’s Feed

FindLaw Network

Schedule Your Consultation Today

Let us answer your questions and discuss your options.

Office Location

Rebecca W. Geyer & Associates P.C.
11550 N. Meridian St.
Suite 200
Carmel, IN 46032

Phone: 317-973-0237
Carmel, IN Estate Planning Office

 
Review The Firm

© 2021 Rebecca W. Geyer & Associates P.C.. All Rights Reserved.

Disclaimer | Site Map | Privacy Policy | Business Development Solutions by FindLaw, part of Thomson Reuters