If you have a child or other loved one with a physical or mental disability, a special needs trust may be a critical piece of your estate plan. In fact, here at Geyer & Associates, an estate planning and elder law firm, we support parents of special needs children...
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Charlie and Rita Match Charity with a QCD
The names in this story have been changed to protect the charitable, but at Geyer Law, we believe that using QVCs to channel IRA distributions directly to charity is a story worth sharing. As we explained in our blog post last week, when you reach the age of 70 ½,...
Charities and IRAs – a Match Made for Tax Savings
Contributing to our own retirement and contributing to charity - in our younger years our first thought would have been that these were two separate alternatives. We knew either course of action could offer tax reduction benefits; we simply needed to decide where and...
Good News From the U.S. Department of Veterans Affairs
“On behalf of the Department of Veterans Affairs and the nation’s veterans, I want to commend the leadership of the House and Senate Veterans Affairs Committees on their agreement on legislation that will great benefit veterans.” So began Secretary David J. Shulkin’s ...
Digital Assets Deserve a Place in Your Estate Plan
With life increasingly being lived online, you may be overlooking an increasingly important kind of property – digital assets – in doing estate planning. “Amen!”, we say at Geyer Law, where, for years we’ve been cautioning clients to include online assets along with...
“Translating” the New Tax Law for Geyer Law Clients
On Friday, December 22, 2017, President Donald Trump signed a new tax bill, formally named the “Tax Cuts and Jobs Act of 2017“. The 500-page long document covers many, many aspects of taxation and the economy. Realizing that our clients and blog readers are not...
Wherever Possible, Consider the Resident’s Preferences
When it comes to the Centers for Medicare & Medicaid Services, the old statement “I’m from the government and I’m here to help you” may actually be true. The updated federal nursing home regulations issued this year are designed to protect residents of nursing...
Understanding Home Health Care
Home care services can offer you and your family members trained help with medical and personal care. Keep in mind, though, that home care is limited to specific tasks, cautions Next Step in Care. Home health aides and personal care attendants primarily provide...
Why It’s Important to Call Yourself a Caregiver
Big events in life are often marked by ceremonies and rituals, notes Next Step in Care. A wedding makes you a spouse. A graduation acknowledges your educational achievements. A naming ceremony celebrates the birth of a child. Even a funeral is an event, marking the...
Nine New Strategic Partnerships for Veterans
At Geyer & Associates, where an important area of our practice is Veteran’s Benefits, we were all very thankful this Veterans’ Day to learn of the latest announcement from the Department of Veterans Affairs. The VA announced no fewer than nine new strategic...

