by rebeccageyer | May 13, 2020 | estate and tax planning, Estate Planning
The historic Coronavirus Aid, Relief, and Economic Security Act enacted into law March 27 of this year, “contains numerous tax provisons that will likely dominate the advice that financial advisors give to clients in the months ahead,” Richard J. Hindlian writes in...
On behalf of Rebecca W. Geyer & Associates P.C. | Nov 6, 2019 | couples' estate planning, estate and tax planning, Estate Planning
National negotiation training company founder Marty Latz is a person every estate planning client ought to meet. While most of his consulting clients are corporations negotiating with their employees and vendors, the following question discussed just last month in...
On behalf of Rebecca W. Geyer & Associates P.C. | Nov 7, 2018 | estate and tax planning, year-end planning
For all of us, falling leaves are a reminder that, as year-end approaches, we need to make sure all our tax-related i’s are dotted and our t’s crossed. Year end is also a time when tax planning and estate planning are most inter-related for seniors. As the AARP...
On behalf of Rebecca W. Geyer & Associates P.C. | Dec 13, 2017 | estate and tax planning
“We get it: there’s no easy way to start talking about estate planning. And who wants to spoil the holidays with morbid talk about what’s going to happen after a family member dies?” Christopher Coble asks. “Then, again, when else are you going to do it?...
