"My father passed away and left me a large sum of money", a reader related in a recent Dear Abby letter. After paying off debt, she decided to give each of her three adult children a Christmas gift:"from me and their grandfather". The letter-writer's husband of one...
"It's easy to see how an advisor could feel they were doing the right thing", Steve Garmhausen explains in Financial Advisor, describing a situation where a financial advisor acted as Power of Attorney for a client. When an advisor at an SEC (Security and Exchange...
The VA projects that the number of living veterans will continue to decline over the next 25 years, Katherine Schaeffer observes in a piece by the Pew Research Center, and the share of the U.S. population with military experience has declined to less than 6%. "Thank...
Millions will soon inherit a house full of sentimental items, Kathy Barnes notes in Better Homes and Gardens. But the transfer of physical belongings can cause overwhelm and stress. Our older generations want to know that their belongings will be appreciated. Heirs...
While we do no tax preparation at Geyer Law, we like to keep our blog readers updated on changes in the law. We love it when we can be the bearers of good news for our readers and clients! An important deadline is coming up just a week from today: The recently passed...
Required Minimum Distributions from IRAs and 401Ks have both tax and estate planning ramifications. Several tactics meant for tax planning can relate directly to one’s estate plan.
A letter of instruction to family members lets them know your preferences for how you want funeral arrangements handled.
For families with a special needs child, life insurance can be an especially effective tool for funding a trust.
Love may be lovelier the second time around, but should also be entered into with both feet on the ground. Here is a second marriage estate planning “to do” list…
The COVID-19 pandemic has brought to the fore the importance of having healthcare power of attorney documents in place. What are the responsibilities of the guardians or healthcare representatives when it comes to decisions about the vaccine?
