"Before assets reach children or charities, they most often move to a surviving spouse," Erica Ellis points out in Financial Advisor Magazine, urging financial advisors to establish relationships with both spouses. "The moment of transfer" (after one spouse has...
"Survey reveals Americans' increasing openness to new methods of burials," Tanya D. Marsh, a professor at Wake Forest University explains in an Indianapolis Star piece. Of the six legal methods of disposition of human remains (cremation, casket burial, green burial,...
"Death is very likely the single best invention of Life. It is Life's change agent," Steve Jobs is known to have said. "Not every historical figure meets a cinematic or heroic end," Colin Scanlon writes in Mental Floss. While the article may have been...
"Business succession planning is both necessary and beneficial," Mark Cussen observes in Investopedia. But the process isn't easy, as our Geyer Law estate planning attorneys know. Whether you’re the owner of a small family business or a large corporation, the...
"And no matter what, there's not one thing in this world or the next that we can do or hope or guess at or wish or pray that can change it or help it one iota," James Agee wrote in the book A Death in the Family. "The loss of a spouse can upend a family's future,"...
"Is your retirement plan based on Social Security fact or fiction?" a Kiplinger article asks, citing statistics showing that, while 9 in 10 Americans over age 65 receive Social Security benefits, few understand how to claim those benefits most effectively. As just one...
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...
Death is difficult to talk about, but JADE, the Jewish Association for Death Education, exists to make those conversations a little easier. Founded By Susan Kramer and David Zimmer in 2023, JADE's mission is to guide Jewish individuals and families through dying,...
In Indiana, age 18 is the age of majority. Before children go off to college, there are four important documents they should sign.
“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.
