2021 happens to be an especially good year for charitable planning. Two tax breaks first signed into law last year are available once again this year.
2021 – a Good Year for Charitable Planning
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Hoosier Estate Planner
Wealth Transfer – Putting Yourself First
Wealth transfer is another name for giving away money, but before choosing recipients or heirs, consider your own present and future needs first.
Plan, Don’t Wait, for an Emergency
That sounds like something your mother might say, right? And how often have you wished that you’d followed mother’s good advice? Nobody really wants to think in advance about accidents or illness. But if no advance planning has been done, and if an elderly parent has...
You are Fully Inoculated against COVID-19; Now What?
More and more of us are either receiving or becoming eligible to receive the COVID-19 vaccine. According to the medical community, vaccinated individuals are significantly less likely to contract COVID-19; however, they may pose a health risk to others. What then is...
Geyer Law Honors VietNam Veterans
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.
Making Room for Pets in Your Budget – and in Your Estate Plan
Insurance planning andiestate planning both need to include family pets.
How the $1.9 Trillion COVID-19 Relief Bill Aids Seniors
President Biden has signed the latest COVID-19 relief bill, which in addition to authorizing stimulus checks, funding vaccine distribution, and extending unemployment benefits, also provides assistance to seniors in a number of ways.
Your Business Needs an Estate Plan, Too
A business plan includes a review of your book of business, a description of the vision, company financials, and key objectives. Planning must be done for growth between the planning and the eventual passing of the owner.
How to Thrive as a Family Caregiver
To be good to others, you must first be good to yourself. Making self-care a top priority allows you to be a more effective caregiver to your loved one.
Getting It Just Right on Roth IRA Conversions
The SECURE Act opened up new opportuntities for both estate and retirement planning based around IRA conversionns.
