The timing of charitable gifts can make a big difference in both tax planning and gift impact.
For All Concerned Consider Giving to Charity Sooner Than Later
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estate planning in Indiana
The Living Side of the Estate Planning Process
While estate planning includes the topic of death, there is positive psychology involved and benefits for both family members and the person engaged in the process.
When Is It a Good Idea for a Trust to Own Your Home?
It’s important to plan specifically for what will happen to your home after you die.
July 1 Before-and-after Estate Planning Law in Indiana
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…
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.
Smart Giving Strategies
Landing and giving money to family members can carry emotional baggage, but is still useful in estate planning.
Without Follow through and Communication, Estate Plans Fail
Three true tales illustrate the important of followup and communication when it comes to helping estate planning documents do their work when the time comes….
The Two Reasons Many Estate Plans Fail
The two main reasons estate plans fail are lack of follow through and lack of communication…
The Place of Social Security in Estate Planning
Life expectancy, divorce and remarriage, and healthcare costs are all factors relating to seniors’ decisions about social Security benefits.
The Pandemic is Forcing People to Pace Their Need for Estate Planning
The pandemic is forcing business owners to think more about estate planning for their families and succession plans for their businesses.
