“It’s important to understand the consequences of joint ownership of property,” caution the authors of theIndiana Laws of Aging Handbook. At Geyer & Associates, we agree. As we provide in-depth counseling to individuals and families, we find that in many instances...
“Meet with an elder care attorney to see what your options are,” personal finance author Jane Bryant Quinnrecommends, referring to the question of whether marriage is a good financial move for older couples. Saying “I do”, Quinn points out, is the key to accessing...
“A simple but important issue involved in estate planning is where to keep your legal documents after they are signed,” observes attorney Richard Silvester. Silvester himself recommends clients keep the originals of their own documents. “Thirty years from now,” he...
There is such a thing as doing the right thing, and for the right person, but at the wrong time; there is also such a thing as doing the right thing, but in the wrong way. In the area of estate planning, life insurance is one of those right things that can go very...
Parents of special needs children face unique challenges and legal issues. Is your child eligible for governmental benefits? Which ones? What educational opportunities are available for your child? How do you handle an institution which is non-compliant with your...
October 10th will find the attorneys and staff of Rebecca W. Geyer and Associates on the move at the Walk to End Alzheimer’s. The world’s largest event to raise awareness and funding for Alzheimer’s care, support and research, the Walk is held annually in more than...
Business consultants call it the “clean desk policy”. By having all employees clear their desks at the end of each work day, including documents, notes, business cards, and flash drives, the organization reduces the risk of information theft, fraud, and security...
Due to the recent legalization of same-sex marriage throughout the United States, same-sex couples now, more than ever, should have proper estate planning in place. While same-sex marriage is legal in every state, many same-sex couples prefer to remain unwed, and...
Despite the recognition of same-sex marriage in Indiana, it is still important for both married and unmarried same-sex couples to have estate planning documents in place. In her recent presentations for the Indiana State Bar Association on the topic of “Estate...
As a result of the Supreme Court’s ruling in Obergefell v. Hodges, which legalized same-sex marriage throughout the United States, same-sex couples should consider reviewing their retirement benefits to ensure that their elections and beneficiary designations match...
