Most Indiana laws are passed in January and become effective July 1 of that year. Some of these before-and-after laws affect our Geyer Law estate planning work…
July 1 Before-and-after Estate Planning Law in Indiana
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estate and tax planning
Who’s Afraid of the Big Bad Three?
In naming family members to receive your wealth, there are three important concerns” creditors, divorce, and unwise or influenced decision-making by the beneficiary.
Estate Planning – Not Just an Economic Thing
Estate planning, especially now that life expectancy has increased so much, involves several generations, each with their own needs. Family dynamics are involved in each decision.
When You a Lender Be
Intrafamilyy loans can play an important part in estate and gift planning.
Smart Giving Strategies
Landing and giving money to family members can carry emotional baggage, but is still useful in estate planning.
Will Business Partners Be Ready to Sell at the Same Time?
Even for small businesses, there are aspects of law that must be considered during the framing of the business. What if one partner wants to sell out, but the other does not?
Pine Box Estate Planning – It’s Not Just About You
Even business owners who are in good health and who intend to run their businesses up until they die – need contingency planning in consideration of their family members, employees, and customers.
The Two Reasons Many Estate Plans Fail
The two main reasons estate plans fail are lack of follow through and lack of communication…
Estate Planning in Threes, Fours, and Fives
Estate planning considers three things – heirs’ needs, your own situation, and taxes. There are also 4 components and five advisors who need to be involved.
Taking Advantage of the Time In-Between
The SECURE Act has deferred the time when mandatory withdrawals must be taken from IRA accounts. Still, Qualified Charitable Distributions may be made beginning with the account holder’s age 70 1/2.
