Wealth transfer is another name for giving away money, but before choosing recipients or heirs, consider your own present and future needs first.
Making Room for Pets in Your Budget – and in Your Estate Plan
After a $50,000 car accident, he realized that the $2,000 auto insurance premium he’d been complaining about had been a real bargain, Sarah Healy’s client Tim confessed. The client wondered whether insurance could extend to something about which he cared even more...
Larry King’s Estate Plan Calls Attention to the Importance of Wills
Larry King’s holographic will serves as a reminder of the importance of periodically reviewing one’s estate plan, adapting to changed circumstances..
How Do Your Social Security Benefits Relate to Your Estate Plan?
Your social security benefits needs to be considered part of your comprehensive estate plan.
Should You Sidestep Tradition in Naming Your Estate Planning Agents?
While many designate their oldest child as exeucutor, trustee, or Power of Attorney, it is better to select agents in accordance with their expertise and ability to manage those duties.
IRA Ins and Outs under CARES and SECURE
There are opportunities to use IRA accounts in estate and tax planning because of the two latest pieces of legislation called CARES and SECURE.
At Geyer Law, Protection of Online Data Takes Priority
At Geyer Law, we have put in place a four-ply plan for safeguarding information. All types of businesses – and all individuals – need to be concerned with cybersecurity.
Leaving a Legacy With a Values Imprint
“For many, passing along religious beliefs and values to the next generation is just as important as passing along financial wealth and tangible assets,” South Carolina attorney Bobby Sawyer wisely observes. We agree. In fact, our attorneys at Geyer Law find our...
The Indiana Department of Education Can Help in Charitable Planning
The concept is an interesting one, and very much in keeping with the charitable planning goals of certain of our Geyer law estate planning clients - helping both corporations and the well-to-do help their low-income neighbors. The Indiana legislature established...
Pre-Nups Avoid Messy Issues that Develop on Death
One high-risk factor for probate litigation is the so-called “second marriage” situation, Karen Gertsner writes in the American Bar Association’s Law Trends and News. Many people, including the media, the author points out, mistakenly believe that the sole purpose of...
