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...
The current estate tax exclusion rules are due to expire in a couple of years. Revisiting one’s estate plan is a must.
The transition of wealth from one generation to the next should be based on mutual understanding of values and intentions.
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.
families with stepchildren or adopted children may require special estate planning…
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…..
It’s far easier to split cash assets and investment accounts than to deal with antiques, artwork, or real estate…..t
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.
Driving – and when it is time to stop driving – is an important aspect of panning for seniors.
Grandparents can help fund grandchildren’s education while benefiting their own estate and tax planning.
