Nice idea, this “going halfsies” for married couples, with each spouse putting money into a jointly held savings or investment account which either spouse may access. However, as an estate planning attorney in Indiana, I sometimes need to break the news to clients...
When clients turn to Geyer Law for help in creating an estate plan, it’s very typical for Social Security benefits to be the last thing on their minds. Surprise! Social Security is interwoven in just about every decision seniors make when it comes to their own...
“We don’t all look like the conventional nuclear family once famously depicted in ‘Leave It To Beaver’, a Raymond James’ Point of View article observes, pointing out factors such as: the legalization of same-sex marriage an increase in the number of non-married...
“Domicile in Indiana is defined as ‘the place where a person has his true, fixed, permanent home and principal establishment, and to which place he has, whenever he is absent, the intention of returning,” an information bulletin from the State of Indiana explains....
A waiver, according to dictionary.com, is an intentional relinquishment of a right or interest. A mom, for example, might sign a waiver saying the school is not responsible if her child is hurt while on the school trip. When it comes to estate planning, there are...
Identity theft becomes a bigger issue each year, leading the Federal Trade Commission to enumerate the steps to take in order to protect your personal information. In fact, during tax refund season, “stranger danger” seems to be all around us. In fact, at Geyer &...
“For every financially dependent child there is an equally responsible financial-enabling parent,” observe Bradley Klontz and Anthony Canale in the Journal of Financial Planning. That’s not good: financially dependent adult children who continue to rely on their...
Estate planning for second marriages (after divorce or death of a first spouse), especially when there are children from prior marriages, is a challenge. One big part of that challenge is planning for the primary residence. Whereas couples married for the first time...
Planning for the traditional nuclear family is straightforward, as the Texas Probate Lawyer so aptly points out. In most situations, the husband and wife want to leave the estate to the surviving spouse, with the assets going to the children after the death of both...
Cinderella’s real parents were not bad people;they simply failed to properly plan, explains California attorney Ahmed Shakh. And proper planning for stepchildren has to involve estate planning attorneys,Shakh points out. After all, state legislatures and the Federal...
