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...
“King Lear’s tragedy can teach us about estate planning,” observes California attorney Ralph Hughes. The estate planning lesson Hughes suggests we need to keep in mind is simply this: You won’t always be master of your kingdom. But these are your assets. Shouldn’t you...
It’s been almost twenty years since attorney Larry Inlow was killed by a helicopter blade, but the disputes about his estate went on for fourteen years, all the way to the Indiana Supreme Court. Anyone who’s put off creating a will needs to hear the Inlow story again....
Social Security benefits are typically seen as a source of retirement money for workers, but children, grandchildren, spouses caring for children, and parents of deceased workers may also qualify for Social Security aid, explains Paul Norr, writing in Financial...
Remember the 50’s song “Only You”? Well, in the estate planning process, there are certain steps that onlyyou can take care of, as we often remind clients of Geyer & Associates. Only you, for example, can create a complete list of everything you own. In fact, as...
