The emotional aspects of money often cause family members t avoid frank conversation with loved ones. There are reasons to tell beneficiaries what to expect, avoiding conflicts.
Money Relationships Set the Stage for Estate Planning
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Hoosier Estate Planner
“Free Britney!” What’s It All About?
The publicity surrounding Britney Spears’ legal battle to take back control of her own financial affairs calls to attention the need for conservatorships and guardianship arrangements.
Starting a Business in Indiana and Planning it Right
Business planning and estate planning are inevitably intertwined. In addition to selecting the correct business entity, there are many other important decisions to be made upfront.
Social Security Divorce Arithmetic Adds Up to One and a Half
Getting a divorce later in life can really put a crimp in retirement and estate planning, Lisa Zeiderman points out in Financial Advisor Magazine. At Geyer Law, we agree. Often called upon to draft estate planning documents for second marriages, we know how important...
Not Too Young for College? You’re Not Too Young for Estate Planning!
It’s easy to assume that estate planning is for the wealthy and elderly only, but students going awa to college need estate planning documents.
Estate Planning Steps to Take the Second Time Around
Love may be lovelier the second time around, but should also be entered into with both feet on the ground. Here is a second marriage estate planning “to do” list…
The Importance of Writing a Letter of Intent
A letter of intent (LOI) can address many issues in both business and in more personal realms. Your LOI is a valuable piece in your estate planning, and although it is an informal letter, it can more fully represent your intentions after you die.
Do You Know the Value of Your Business Interests?
One way or another, the value of your business is going to directly affect the amount of tax you – or your heirs – will owe. Having a handle on your business value will prove invaluable.
Who Gets an Inheritance if the Beneficiary is No Longer Alive?
If your beneficiary is no longer, what happens to your inheritance? You may be wondering whether if you leave property to your brother Jim, but he dies before you, would his kids inherit the property in his place? The answer is, only if your will explicitly states as much.
Why Your Estate Planning Attorney and Tax Advisor Need to talk
Grandparents who took out student loans to help children or grandchildren – or adults who borrowed to pay for education after being displaced during the recession are now faced with the possibility of dying with the loans still unpaid. Some loans will be discharged on death; for others, life insurance can fund the repayments.
