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…
July 1 Before-and-after Estate Planning Law in Indiana
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estate planning in Indiana
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.
Aaliyah’s Estate Isn’t Happy – Will Yours Be?
20 years after her death at age 22, the estate of rhythm and blues singer Aaliyah Haughton was still tied up in disputes. Money and inheritances are common causes for conflicts in families, but estate planning can help maintain harmoney.
Estate Planning Steps to Take the Second Time Around
Love may be lovelier the second time around, but should also be entered into with both feet on the ground. Here is a second marriage estate planning “to do” list…
Grandparents Increasingly Involved in K-12 Education Planning
529 education plans can be a good thing, not only for grandkids and parents, but for grandparents. For grandparents, the Indiana tax credit and the flexibility are two particularly attractive benefits.i
