by rebeccageyer | Oct 2, 2019 | Directives, Estate Planning, estate planning in Indiana
“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...
On behalf of Rebecca W. Geyer & Associates P.C. | Jun 20, 2018 | charitable estate planning, estate planning in Indiana
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...
On behalf of Rebecca W. Geyer & Associates P.C. | Jun 12, 2018 | estate planning in Indiana
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...
On behalf of Rebecca W. Geyer & Associates P.C. | Nov 29, 2017 | estate planning in Indiana
“Splitting up a family farm is hardly a simple process,” observes Matthew T. McClintock, J.D. of estateplanning.com. How true – each one of the areas of estate planning with which we deal at Geyer Law tends to be more complex when it comes to situations involving...
On behalf of Rebecca W. Geyer & Associates P.C. | Jul 19, 2017 | estate planning in Indiana
“Regardless of the form, federal tax rules are generally the same for all IRAs,” the American Institute of CPAs explains, “But the structure of the IRA agreement, the authors of 360 degrees of financial literacyadd, “can have a significant impact on how your IRA is...
On behalf of Rebecca W. Geyer & Associates P.C. | Jul 12, 2017 | Estate Planning, Estate planning for spouses with big age differences, estate planning in Indiana
There are new realities to deal with in estate planning, as families become increasing varied in their dynamics. The Raymond James Point of View names several of those new realities, including the legalization of same-sex marriage, the general increase in non-married...
On behalf of Rebecca W. Geyer & Associates P.C. | Jul 11, 2017 | estate planning in Indiana
“As times change and social norms continue to evolve, families are becoming increasingly varied in their dynamics,” observes the Raymond James Point of View, listing new realities, which include: legalization of same-sex marriage increase in non-married couples...
On behalf of Rebecca W. Geyer & Associates P.C. | May 20, 2016 | estate planning in Indiana
“Those who seek to replace proper professional advice with a do-it-yourself online documents in complex fields like estate planning should understand the effects of their actions. One should bear in mind that even those with fairly sophisticated skills think twice...
