Medicaid is a federal/state program helping low-income seniors with limited income and assets afford healthcare and long-term care. Many seniors believe their only option to qualify for the program is to “spend down” their assets. While this is true in some cases,...
"Using life insurance successfully can be a complicated - and sometimes very complicated—wealth planning exercise," Joseph Darby III and Kimberly Furnald write in Financial Advisor Magazine. The authors aren't referring to the use of insurance as a way to provide a...
Nick Sullivan of Sulivan Business Solutions makes business owners aware of opportunities they have t reduce taxes by taking advantage of government incentive programs.
This year marks the 50th anniversary of the Viet Nam war, and it is a time to recognize and thank vets and their families for their service and sacrifice.
What do you want to be remembered for? Your eulogy helps answer this question for your survivors
Divorce has a way of outdating even the best of estate planning documents. In fact, Kaitlin Pitsker observes in Kiplinger.com, outdated documents, beneficiary blunders and other estate-planning mistakes can tie your assets up in court for years, allowing taxes and...
With student loan debt being so high, grandparents often incorporate college planning into their own estate and tax planning. But what if the debtors are your children, not grandchildren? What are some of the best ways to help adult children with college debt?
Generation Xers, now in their 40s and 50s, have been impacted by rising costs of education and by several market downturns. At Geyer Law, we try to bring together family members of different generations to share values and wealth transfer, cautioning Gen Xers to consider protection from creditors.
A number of things can happen to make estate planning document changes necessary. The pandemic is one enormous life-changing factor that dictates revisiting one’s estate plan.
It’s important to a)guard your online presence and b) include online assets in your estate plan. Language that needs to be included in estate planning documents gives lawful consent to providers to divulge electronic communications to the correct people.