"Is your retirement plan based on Social Security fact or fiction?" a Kiplinger article asks, citing statistics showing that, while 9 in 10 Americans over age 65 receive Social Security benefits, few understand how to claim those benefits most effectively. As just one...
Estate Planning
The Family Rift Avoidance Function of Estate Planning
Only last week, our nation remembered Dr. Martin Luther King, Jr., leader of the civil rights movement and winner of the Nobel Peace Prize, whose life was cut short in 1968, at age 39, by an assassin's bullet.Some forty years later, a headline in July 19, 2008 NBC...
Don’t Forget to Ask the “What If?” Question
"As life expectancy extends, a retirement nest egg needs to account for not only extra spending years, but also the out-of-pocket healthcare costs that accompany it," financial advisor Andrew Crowell cautions clients planning for their golden...
The Give-and-Take of Smart Estate Planning
Both givers and receivers need to be strategic about communicating when it comes to estate planning and wealth transfer, John Vandergriff emphasizes in a Kiplinger article. On the other hand, he notes, "The reality is that not everyone wants their children to know...
Introducing Geyer Law’s Newest Associate
Geyer Legal Group, PC is pleased to introduce Nicole R. Eckert as our newest associate attorney. Nicole will focus her practice on helping clients with their estate planning and elder law needs. Nicole’s academic journey began at Indiana University’s Kelley School of...
Health care power of attorney vs. living will in Indiana
Planning for future medical care is never easy. But having the right legal documents in place can make all the difference. For Indiana residents, two of the most important advance directives are the health care power of attorney (HCPA) and the living will. While both...
Ready or Not? Getting Business Owners’ Heads in the Game
At Geyer Law, in addition to our estate planning and elder law services, we assist with business planning and formation. As a new business is formed, we help owners determine its structure, find a location, and secure proper financing. But even at the very early...
At Estate Planning Sessions, Each of Your Digital Devices Deserves a Seat
Digital assets, including both devices and accounts, must be considered in estate planning.
18 — the Age That Makes the Big Estate Planning Difference
In Indiana, age 18 is the age of majority. Before children go off to college, there are four important documents they should sign.
Medicare and Estate Planning — The More Things Change, the More They Don’t Stay the Same
The Big Beautiful Bill has enormous impact on planning for seniors’ healthcare needs.

