As part of your estate planning, consider offering your heirs the precious gift of a memoir, sharing a “slice of your life”.
estate planning in Indiana
Opportunity to Change Medicare Plan Available Through March 31 of This Year
New opportunity to change Medicare plans and options available through the end of March, 2024.
It’s the Decisions, Not the Documents
While estate planning certainly involves the drafting of documents, the important part is the thinking about the best course of action to benefit our family members, ourselves, and the causes we hold dear.
Generational Opportunity for Only a Few; a Wake-up Call for Many
The 2017 Tax Cuts and Jobs Act had doubled the amount for paying estate tax. Now that advantage is dur to expire in 2025, dramatically reducing the tax exemption. While only high not clients will be directly affected, all clients need to review their estate and tax planning.
Conversation Across the Generations
Big conversations about money and estate planning need to take place between – and among – grandparents, parents, and children. Family conferences make settling elders’ affairs much simpler and help avoid bitter misunderstandings.
For All Concerned Consider Giving to Charity Sooner Than Later
The timing of charitable gifts can make a big difference in both tax planning and gift impact.
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.