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.
There is a lot to discover, learn, and know about how to proceed in life at age 65 and beyond. With Social Security benefit determinations, health insurance policies, and legal documents in order, you can begin to enjoy being 65.
Seamless transition of the ownership of a business or practice takes years of planning. Successors must be groomed and developed, and our role as advisors is to serve as good leaders in the inter-generational communication process.
If you are close to retirement age and recently lost your job, there is a good chance you may not find work again. For many, this means an unexpected shortage of cash. As retirement can last a long time, you should proceed with caution about finding ways to supplement cash flow if you have lost your job.
Veterans qualify for home loans with very competitive interest rates, benefits , and features.
As Gen Xers enter into their 40s and 50s, it is time for them to become active in the creation and execution of their retirement planning. There are many things to consider, including finances, investments, insurance policies, legal documents, living arrangements, and healthcare.
Our goal at Geyer Law is to use our experience and skill to help veterans navigate the system and prevent disqual
ification due to mistakes.
Care.com’s annual estate planning survey for 2019 found that 57% of U.S. adults do not have a Last Will & Testament (a “Will”). The survey found that participants were more likely or less likely to have a Will depending on issues such as age, race, and education....
Grandparents, through their own estate planning, can create incentives for grandchildren to finish their education.
For many clients, college education is the single biggest funding need they face after saving for retirement. With COVID-19, a lot has changed, and students parents, and grandparents all need to reassess their planning options.
