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. | Oct 21, 2020 | Estate Planning, Uncategorized
There’s some disagreement about the exact years that define Generation X, but suffice it to say they’re younger than Baby Boomers and older than Millennials. It’s been noted by financial commentators that Gen-Xers are less likely to turn to a financial advisor than...
by Rebecca W. Geyer & Associates P.C. | Oct 5, 2020 | Estate Planning, retirement planning
As Gen Xers enter into their 40s and 50s, it is time for them to become active in the creation and execution of their retirement planning. There are many things to consider, including finances, investments, insurance policies, legal documents, living arrangements, and...
by Rebecca W. Geyer & Associates P.C. | Sep 28, 2020 | Estate Planning, Guardianship, wills
Care.com’s annual estate planning survey for 2019 found that 57% of U.S. adults do not have a Last Will & Testament (a “Will”). The survey found that participants were more likely or less likely to have a Will depending on issues such as age, race, and education....
by rebeccageyer | Sep 21, 2020 | Estate Planning
You should check your estate planning documents every so often, to make sure they’re still good, especially with big life changes like births, marriages, divorces, and moving to another state. Children grow up, marriages dissolve, property gets sold, residences...
by rebeccageyer | Sep 14, 2020 | Estate Planning
Talking about estate planning is a difficult, emotional topic but it’s essential for every family. Unless you’re certain your parents have an up-to-date will and a wider plan for what should happen in the event of their passing, you shouldn’t assume everything will be...
by rebeccageyer | Sep 8, 2020 | Estate Planning, wills
You might think that leaving your property to your heirs would be simple enough. You make a will or a trust, you do a transfer-on-death deed for your real estate, you put your kids on your bank account, you designate beneficiaries for your life insurance and...
by rebeccageyer | Sep 2, 2020 | Estate Planning, wills
Your last will and testament is a set of legal instructions that communicates your wishes regarding your dependents and how to dispose of your property when you die. If you have people who you love and care for, then creating a will for your peace of mind and their...
On behalf of Rebecca W. Geyer & Associates P.C. | Aug 27, 2020 | Estate Planning
Estate planning is a difficult endeavor by itself. Discussing your estate plan, though, adds another layer of complexity to the process. While you may want to address its terms with your children or other loved ones, you might fear their responses. But explaining your...
