Every state, including Indiana, has its own guidelines and laws regarding the signing of legal documents, such as a last will and testament. While laws may vary by state, there is at least one regulation that exists across the board. For a will to be legally...
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Some Positive Thoughts About Planning for the Unthinkable
In last week's Geyer Law blog, we talked about the importance of advance planning for healthcare needs, and specifically the issues that must be addressed were you or a loved one faced with a diagnosis of Alzheimer's or dementia. In addition to Indiana's Advance...
Estate Tax Back on the Radar Again
The current estate tax exclusion rules are due to expire in a couple of years. Revisiting one’s estate plan is a must.
The Earlier the Talk, the Smoother the Transition of Wealth
The transition of wealth from one generation to the next should be based on mutual understanding of values and intentions.
College Loans Remain on the Estate Planning Radar
The the Supreme Court having struck down the President’s pan to forgive student loan debt, college financing is still a very important part of legacy planning for parents and grandparents.
Estate Planning for Families with Adopted or Stepchildren
families with stepchildren or adopted children may require special estate planning…
Estate Planning Need Not Come Adorned With a Bow
Gifting stock shares to family members may lack the panache of a luxury car adorned with a bow, but it’s a gift that can addd value to their lives long after other gifts are forgotten…..
Estate Planning With Love and Hard Assets
It’s far easier to split cash assets and investment accounts than to deal with antiques, artwork, or real estate…..t
Rebecca Geyer Featured Guest on Indiana Lawyer Podcast
As featured guest on the Indiana Lawyer podcast, Rebecca Geyer, president of the Indiana Bar Association, discusses the challenges faced by the legal profession today.
Putting Wheels on Estate Planning
Driving – and when it is time to stop driving – is an important aspect of panning for seniors.