Annual gifts represent a way to plan one’s estate methodically.
Annual Giving – a Methodical Approach to Estate Planning
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estate planning for college students
Good for Grandparents, Soon-to-be Better for Grandkids’ Education
Law change will help grandparents help their grandchildren with college costs…
Putting Your Affairs in Order Takes a Team
Putting your affairs in order truly requires a number of different people, from your homeowners’ insurance agent to your tax advisor, property inventory specialist, and family members.
Why Your Estate Planning Attorney and Tax Advisor Need to talk
Grandparents who took out student loans to help children or grandchildren – or adults who borrowed to pay for education after being displaced during the recession are now faced with the possibility of dying with the loans still unpaid. Some loans will be discharged on death; for others, life insurance can fund the repayments.
Frontloading an Estate Plan with 529 Contributions
Clients can make five years’ worth of gifts to a 529 education plan for a child or grandchild, claiming a federal gift tax exclusion for the full amount. There are at least four reasons clients might want to do this:
Coordinating Your Seasonal “Outfit” with Estate and Tax Planning
As the calendar year draws to a cose, it’s time to coordinate your tax and estate planning.
Graduation – the Time to Put Documents in Place
The time is fast approaching when many young adults leave the nest and head for college. But, just as the famous American Express commercial cautions consumers not to “leave home without it”, referring to a credit card, at Geyer Law we caution students not to leave...
