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...
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...
