“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...
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,...
