estate and tax planning | Rebecca W. Geyer & Associates P.C

Year-End Planning – Where Estate and Tax Planning Meet for Seniors

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...

Holiday Sounds: Tinkle of Bells and Talk of Estate Planning

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?...

Year-End Planning – Where Estate and Tax Planning Meet for Seniors

Holiday Sounds: Tinkle of Bells and Talk of Estate Planning

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