“Building charitable giving into your estate plan is a wonderful way to extend your generosity and leave a meaningful legacy. And it’s not just for the very wealthy, says Carrie Schwab-Pomerantz, President of the Charles Schwab Foundation. Do you want to benefit a...
This month’s Hoosier Estate Planning blog posts are focused on celebrities who made estate planning mistakes. (Since these stories have been covered in the media – in contrast to the strict confidentiality in which Geyer & Associates’ clients’ estate planning...
“Advance care planning is a process for setting goals and plans with respect to medical care and treatment,” explains Charles Sabatino, director of the American Bar Association’s Commission on Law and Aging. Documents appointing a representative and setting forth...
As we provide in-depth counseling to individuals and families, Geyer & Associates fields many questions about the most personal type of bequest any person can make to another – an anatomical gift. The authors of the Indiana Laws of Aging Handbook discuss the...
Continuing our November Hoosier Estate Planning focus on celebrity estate planning mistakes, today we talk about providing guardianship provisions for minor children... Anna Nicole Smith’s heirs argued over the care of her daughter. Failure to choose the correct...
This November, many of our Hoosier Estate Planning blog posts are devoted to highlighting estate planning pitfalls to avoid. Some big mistakes made by celebrities help make the point… Not every plan follows the usual pattern of leaving assets to family members and...
This month in our Hoosier Estate Planning blog, we’re highlighting pitfalls to avoid by recalling some big mistakes made by celebrities… Ten years ago, when Chief Justice Warren Burger died, his estate was worth $1.8 million. There’s something to be said for brevity,...
We’re devoting several of our Hoosier Estate Planning blogs this month to estate planning mistakes made by celebrities. We hope our clients learn from these stories and avoid making those same mistakes. In his will, famous baseball player Ted Williams said he wished...
As a way of helping our clients learn from other’s mistakes, we’re devoting several of our blog posts this month to describe estate planning pitfalls by recalling some big mistakes made by celebrities. Unlike music legend Jimi Hendrix, who died at 27 without a...
We can all learn from our mistakes, but it’s better to learn from others’ mistakes, I think you’ll agree. This month in our Hoosier Estate Planning blog, we’re learning about pitfalls to avoid by recalling some big estate planning mistakes made by celebrities....
