Last week in our Geyer Legal blog, Cara Chittenden talked about the advantages of having family conferences which not only allow younger family members meet the members of their parents' advisory team, but also allow the parents and grandparents to openly share...
Nowadays, it's easy to customize everything from apparel to coffee mugs and water bottles. But, as we well know at Geyer Legal, one area that simply cannot be customized is estate planning. Every individual, every parent and grandparent with whom we meet, represents...
Getting more specific in your estate plan prevents family disputes and ensures your exact wishes are met, an article from the Indiana University's Office of the Vice President & General Counsel points out. "Getting more specific" means replacing broad categories...
"Before assets reach children or charities, they most often move to a surviving spouse," Erica Ellis, J.D. reminds financial advisors."Women will control a growing share of wealth in the coming decades, driven largely by longevity, Ellis reminds readers of Financial...
"Wine and investing are more similar than you think", Bryce Sanders tells financial advisors, suggesting they use wine-related analogies to create "aha" moments in conversations with their clients. Interestingly, several of the analogies Sanders mention apply to the...
"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,"...
