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Should You Sidestep Tradition in Naming Your Estate Planning Agents?

by rebeccageyer | Dec 9, 2020 | estate planning in Indiana, estate planning lawyer, family caregivers, power of attorney

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.

Estate Planning is a Way of Saying Thank You

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

Estate planning is a way to say thank you to those who’ve supported you and thos whom you wish to support.

Estate Planning for Millennials

On behalf of Rebecca W. Geyer & Associates P.C. | Nov 4, 2020 | Directives, Estate Planning, estate planning lawyer, family law and estate planning

Millennials are receptive to a different set of recommendations when it comes to estate planning, and they have particular vulnerabilities and needs.

An Estate Planning Lawyer’s Overarching Role – Being a Leader

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...

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