A letter of instruction to family members lets them know your preferences for how you want funeral arrangements handled.
Indiana estate planning
Life Insurance Can Fill a Special Need
For families with a special needs child, life insurance can be an especially effective tool for funding a trust.
Estate Planning Steps to Take the Second Time Around
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…
Why an Irrevocable Trust May Be Superior to Gifting
Parents and other family members who want to pass on assets during their lifetimes may be tempted to gift the assets. Although setting up an irrevocable trust lacks the simplicity of giving a gift, it may be a better way to preserve assets for the future.
The COVID-19 Vaccine – What Guardians Need to Know
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?
At Geyer Law, Protection of Online Data Takes Priority
At Geyer Law, we have put in place a four-ply plan for safeguarding information. All types of businesses – and all individuals – need to be concerned with cybersecurity.
Big Age Difference Between Spouses Demands Extra Estate Planning Initiatives
“Sizable age gaps (between spouses) can create special challenges from a financial and retirement planning standpoint,” Christine Benz points out in Morningstar. Why? They may need to plan for different retirement dates. They need to plan for different life...
Estate Planning with Both Income and a Charity in Mind
“They aren’t for everyone, but this sort of donation could generate income, Eileen Ambrose writes in Kiplinger’s Personal Finance, referring to charitable gift annuities. Typically a contract between you and your alma mater (or other institution), the charitable gift...