“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...
“Estate planning overlaps with many other areas of law, making it a field that requires a large breadth of knowledge,” observes Legal Answers Web. Legal Answers names just a few: property law elder law tax law contract law “Tax law and estate planning are remarkably...
In our last two articles, we discussed the overlap that can occur between estate planning and family law, talking about two situations that may require us to operate as a team with a family law attorney in order to ensure a successful outcome for our clients:...
“There is a great deal of overlap between estate planning and family law,” explains California lawyer Christina McPherson. Why would knowledge of estate planning be important for a divorce lawyer? Once the divorce is done, McPherson point outs, you need to change the...
“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...
