The SECURE Act approved by President Trump offers many planning opportunities for elder law planning, estate planning, and retirement planning.
Estate Planning
The importance of talking about special needs
Setting up a special needs trust in Indiana could potentially help your loved ones maintain their standard of living and manage their spending. In some cases, the process is relatively straightforward. In others, you may need to deal with complex legal issues at the...
Who needs a living will?
A living will is a document of many names. Some people in Indiana also refer to it as a medical directive or health care directive. Whatever they choose to call it, the document serves one primary purpose. If an individual becomes incapacitated and not a minor, it...
Creating a will after your divorce
When marriages end, those who managed to make their way through the process of getting a divorce may feel overwhelmed for a number of reasons. They may be dealing with serious emotional concerns, and they may have a lot of financial pressure as well. Sometimes,...
In Estate Planning, Little Things Can Mean a Lot
“Planning before death can address many of the issues that arise after a parent dies,” Barbara Weltman observes in Investopedia. While sibling rivalry can lead to lengthy and expensive legal actions, Weltman adds, forethought by the parents - along with proper legal...
Estate planning considerations for same-sex couples
In the years since same-sex marriage has been legally recognized in the United States, numerous gay and lesbian couples in Indiana have tied the knot. This ability to enjoy a marriage has transformed many people's lives. While the ability to get married is the same...
Including the Influencers in Estate Planning
National negotiation training company founder Marty Latz is a person every estate planning client ought to meet. While most of his consulting clients are corporations negotiating with their employees and vendors, the following question discussed just last month in...
Leaving a Legacy With a Values Imprint
“For many, passing along religious beliefs and values to the next generation is just as important as passing along financial wealth and tangible assets,” South Carolina attorney Bobby Sawyer wisely observes. We agree. In fact, our attorneys at Geyer Law find our...
Be Aware – Beneficiary Designations Trump Wills
So you’ve named beneficiaries for your 401(k), IRA, or life insurance policies…Make sure those designations still reflect your intentions. Beneficiary designations are legally binding documents and supersede whatever is written in your will, Ohio attorney Joan Burda...
Estate planning and natural disasters
Natural disasters take many forms, from tornados and hurricanes which bring heavy winds and destruction to blizzards, ice storms and wildfires. These disasters can be very disruptive and have a significant impact on the lives of many people in a particular area,...

