Estate planning is a way to say thank you to those who’ve supported you and thos whom you wish to support.
Estate Planning is a Way of Saying Thank You
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Hoosier Estate Planner
In Estate Planning, Don’t Forget the Who and the What of Home Sweet Home
The built-up equity in your home is an important factor in both retirement and estate planning. Do you envision your heirs wanting to someday occupy that home? If so, learn ways to use your home equity now to help in your own retirement planning, still preserving the home for heirs.
Coordinating Your Seasonal “Outfit” with Estate and Tax Planning
As the calendar year draws to a cose, it’s time to coordinate your tax and estate planning.
Estate Planning for Millennials
Millennials are receptive to a different set of recommendations when it comes to estate planning, and they have particular vulnerabilities and needs.
Gifts of Education After-the-Fact
With student loan debt being so high, grandparents often incorporate college planning into their own estate and tax planning. But what if the debtors are your children, not grandchildren? What are some of the best ways to help adult children with college debt?
Six Key Considerations to Think Through Before Retiring
It isn’t always easy to transition to retirement life. Think carefully through the issues that will be most important to your success and well being BEFORE you retire.
Rebecca Geyer to Become Indianapolis Bar Association President in 2023
We are pleased to share that Geyer Legal Group, PC founder Rebecca Geyer has been selected to lead the Indianapolis Bar Association in 2023.
Thoughts on Estate Planning for Generation X
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.
Health and Financial Questions to Understand Before Turning 65
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 Transitions of Value and Control are Hardly Simple
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.
