Roth conversions, charitable planning, and beneficiary designations are all considered in an effective overall estate plan.
Possibly Beneficial Beneficiary Ploy
read more
Tax Planning
‘Tis the Season to Think About the 5 Taxes That Can Affect Your Estate
There are five kinds of taxes that can affect your estate..
SECURE 2.0 – It Could Be of Great Benefit
The newest law, SECURE 2.0 contains several boosts for higher income people.
Year-End Tax Planning and Charitable Estate Planning Go Hand in Hand
Many year-end tax planning decisions impact and are impacted by your estate plan.
The American Families Plan – Certain Families Have Cause to Worry
Certain families have cause to worry about the American Families Plan proposed by President Biden.
Reap-Your-Taxes-While-Ye-May Estate Planning
2020 year end planning may offer some not-to-be repeated opportunities to take advantage of current low income tax rates and CARES Act provisions.
Can the Tax Torpedo Affect Your Estate Plan?
While we offer no direct tax advice at Geyer Law, collaborating with our clients’ tax advisors in arriving at a coordinated plan, we’re always alert for threats and opportunities that affect estate planning… They’ve dubbed it the “tax torpedo”, referring to extra...
It’s Not (But Almost Is) Too Late for Your RMD
In the excitement of shopping for those special grandkid gifts, it may have slipped your mind. But please – don’t forget that December 31st deadline for making your Required Minimum Distribution from your IRA account. How does that work, again? Well, when you save...
Same-Sex and Heterosex Spouses Now Equal in the Eyes of the IRS
Recent presentations by Rebecca W. Geyer at the Elder Law Institute and the Family Law Institute included “Estate Planning for Same-Sex Couples”. With the Supreme Court’s decision in Obergefell v. Hodges legalizing same-sex marriage throughout the United States,...
