by rebeccageyer | Jul 13, 2020 | Estate Planning, life insurance/ long term care combos, succession planning
The recent COVID-19 pandemic has made many of us think about our mortality and how to make sure our loved ones are taken care of especially if we die unexpectedly. Life insurance can be an affordable way to provide for our children, a spouse, a sibling, aging parents,...
by Rebecca W. Geyer & Associates P.C. | Jul 6, 2020 | Estate Planning, wills
Estate planning may sound like the domain of the very wealthy, however, in the eyes of the law, an estate is simply the aggregate of property an individual owns, and most everyone owns something. Property ownership includes individual as well as jointly owned bank...
On behalf of Rebecca W. Geyer & Associates P.C. | May 26, 2020 | Estate Planning, Probate
As you revise your will, you may want to reconsider some of its provisions. Since its beneficiaries will receive your assets in probate court, you will want to ensure a smooth disbursement process. Yet, you may sense potential for conflicts or challenges between them,...
by rebeccageyer | May 13, 2020 | estate and tax planning, Estate Planning
The historic Coronavirus Aid, Relief, and Economic Security Act enacted into law March 27 of this year, “contains numerous tax provisons that will likely dominate the advice that financial advisors give to clients in the months ahead,” Richard J. Hindlian writes in...
by rebeccageyer | Apr 6, 2020 | Estate Planning, wills
By Dara M. Hensel There has been an explosion in the numbers of Americans rushing to make their will online. Understandably, the coronavirus pandemic has created the scramble to set up wills and end-of-life-directives. However, online do it yourself (DIY) wills are...
by rebeccageyer | Mar 30, 2020 | Estate Planning, family caregivers, power of attorney
By Cara M. Chittenden The sudden rise of the coronavirus, COVID-19, has left many unprepared and confused. There are numerous reports of shortages of antibacterial hand sanitizer, disinfecting wipes, and even toilet paper. While we can’t predict when something like...
by rebeccageyer | Mar 18, 2020 | business planning, Estate Planning
Sometimes, having conversations upfront can avoid costly disputes and pain later on. Nowhere does this statement prove to be truer than in the area of estate planning for business owners. At Rebecca W. Geyer & Associates, we know business decisions are complex....
by rebeccageyer | Mar 11, 2020 | Estate Planning, wills
While all couples can benefit from estate planning, same sex couples often have special situations that require additional attention. For one thing, observes Ohio attorney Joan Burda in “Estate Planning for Same-Sex Couples”, families of same-sex couples are more apt...
On behalf of Rebecca W. Geyer & Associates P.C. | Feb 27, 2020 | Estate Planning
Estate plans are not complete the first time you draft them. They are suitable for the present, but after three years or so, it is time to take another look. Your life can change in an instant. Life events can alter the nature of how your estate plan should be....
by Rebecca W. Geyer & Associates P.C. | Feb 17, 2020 | Estate Planning
By Cara M. Chittenden Many people think that estate plans are for someone else, not them. They may rationalize that they are too young or don’t have enough money to reap the tax benefits of a plan. But as the following list makes clear, estate planning is for...
