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...
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...
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...
“Seniors need to be aware that their children, siblings, and other heirs can sometimes try to use such a health condition as a way to gain legal control over their property,” pennyborn.com cautions. “Seniors should be aware that they are vulnerable to involuntary...
Kiplinger’s Retirement Report calls it “Information to Act On”; at Geyer Law, we think of them as “hip pocket” resources for seniors,. These are things you may need to know, either right now, or perhaps when life throws you or a family member a “curve ball”. Just...
Clients can stop freaking out about having enough money in retirement, Craig Israelsen assures readers of Financial Planning. At Geyer Legal Group, PC, we were happy to learn of Israelsen’s positive investment prognosis. While we’re estate planning and elder law...
Avoid the estate planning mistakes of Aretha Franklin and Prince, advises Richard Eisenberg, writing in Forbes.com. Both these one-time blockbuster music stars died without a will or trust, Eisenberg notes, and, he warns, “Following in their footsteps could mean your...
Some of the advice financial advisors give clients concerning setting up trusts may be outdated or overly simplistic, Martin Shenkman, a New Jersey CPA and attorney fears. In an article in Financial Planning, Shenkman offers a guide explaining the distinction between...
After you attain the age of 70 1/2, you're required to take a minimum distribution from your retirement plans on an annual basis, regardless of whether or not you need the money. If you don't need your required minimum distribution (RMD) and have a charitable intent,...
Suicide is a disturbing topic, New York attorney Mark Michael Campanella admits, yet suicide is a reality that many families unfortunately face. While there’s no question suicide can devastate a family, Campanella assures clients and their heirs that if a person’s...
