In estate planning, divorce planning, and business succession planning, life insurance plays a key role.
In Estate Planning, Life Insurance Has a Big Part to Play
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Estate Planning
What changes should prompt a change to an estate plan?
Once you have your will or estate plan in place according to Indiana law, you should not just forget about it. There is a certain peace that comes from knowing your assets and family are taken care of after you pass on, but according to FindLaw, you should still...
Who should you choose as executor of your estate?
As Indiana families and individuals work to prepare for the future, an estate plan or will is often a big part of this. Whether you are young or old, there are benefits to creating an estate plan. This helps care for any minor children you have in the event of your...
When a Policyholder Dies, Does the Insurance Die, Too?
When a person dies, there seem to be hundreds of details that need attention by family members and legal representatives. For instance, what do heirs need to do about that person’s homeowner’s and auto insurance policies? The answer, explains insure.com, depends on...
The Right Time to Plan for Charitable Giving is Now AND Later
Estate planning ensures control over your assets and documents your wishes. For investors, those “wishes” often include charitable gift planning, so, at Geyer Law, our attorneys were very interested in the latest blog post by Tom McAllister CFP®. With the Dow above...
Two reasons to consider setting up a trust
At Geyer Legal Group, PC, we understand that your Indiana estate plan will be completely unique. There are a number of tools that are available to you in order to develop the perfect plan for your circumstances. One of these that you may want to consider is a trust,...
Are Safety Deposit Boxes Obsolete?
In today’s digital age, a physical safe deposit box may be considered a relic, but don’t be too hasty to dismiss the importance of keeping certain valuables securely tucked away in your bank’s vault, Bob Niedt writes in Kiplinger. “A safe deposit box can offer...
Your estate plan protects your child emotionally and financially
As a parent, your worst fear after something harming your child is probably dying and not being able to raise him or her. News media outlets confirm this fear every day, reporting fatal car accidents, work accidents and random acts of violence. While you cannot...
Estate planning mistakes to avoid part 2
Despite popular belief, you do not need to be rich, elderly or sick to have an estate plan. If you have a house, car, money in the bank or cherished belongings, you can benefit from creating an estate plan. Not only can a plan help you maximize the value of your...
What are some estate planning mistakes to avoid?
An estate plan ensures your assets and property are dispersed according to your wishes after you are gone. While the planning process is different for everyone, there are a few common mistakes people make that can result in your assets being distributed to the wrong...
