When designing a first-time estate plan, many people overlook several common issues. Estate plans consist of a complex collection of important financial documents, prompting people to focus on inheritances, trusts and beneficiaries. Few parents consider that one of...
Should all children be treated the same in an estate plan? Not everyone agrees whether that should be the case. If you are going to create an imbalance, talk over that decision with your children now, is the advice.
Estate planning is a way to say thank you to those who’ve supported you and thos whom you wish to support.
Millennials are receptive to a different set of recommendations when it comes to estate planning, and they have particular vulnerabilities and needs.
Generation Xers, now in their 40s and 50s, have been impacted by rising costs of education and by several market downturns. At Geyer Law, we try to bring together family members of different generations to share values and wealth transfer, cautioning Gen Xers to consider protection from creditors.
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 healthcare.
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....
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...
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...
If you have people who you love and care for, then creating a will for your peace of mind and their protection is the right thing to do.
