On behalf of Rebecca W. Geyer & Associates P.C. | Nov 25, 2020 | estate and tax planning, Estate Planning, estate planning lawyer, family law and estate planning
When you create an estate plan, you’re doing it to ensure that you and your family are taken care of when most needed. You want to pass wealth to the next generation, and to the extent possible, you want to communicate to your heirs the values you’ve held dear. On...
On behalf of Rebecca W. Geyer & Associates P.C. | Nov 4, 2020 | Directives, Estate Planning, estate planning lawyer, family law and estate planning
Whenever our lawyers at Rebecca W. Geyer & Associates are able to bring together family members of different generations to coordinate planning which includes sharing values as well as wealth transfer, we’ve discovered, it is (as Martha Stewart might describe it),...
On behalf of Rebecca W. Geyer & Associates P.C. | Nov 21, 2018 | advisors, estate planning lawyer, leadership
“There are many potential roles that can be filled by a financial life planner” Stephen Brody writes in the Journal of Financial Planning. “The overarching role, however, is being a leader,” Brody asserts, quoting John Quincy Adams’ statement: “If your actions...
