As you enter adulthood, one of the biggest things that you would need to plan for is how you would want to secure your wealth when you pass on in the future. When you consider making a will early in life, you can give yourself more time to prepare your document and...
"Is your retirement plan based on Social Security fact or fiction?" a Kiplinger article asks, citing statistics showing that, while 9 in 10 Americans over age 65 receive Social Security benefits, few understand how to claim those benefits most effectively. As just one...
Only last week, our nation remembered Dr. Martin Luther King, Jr., leader of the civil rights movement and winner of the Nobel Peace Prize, whose life was cut short in 1968, at age 39, by an assassin's bullet.Some forty years later, a headline in July 19, 2008 NBC...
"As life expectancy extends, a retirement nest egg needs to account for not only extra spending years, but also the out-of-pocket healthcare costs that accompany it," financial advisor Andrew Crowell cautions clients planning for their golden...
While we do no tax preparation at Geyer Law, we like to keep our blog readers updated on changes in the law. We love it when we can be the bearers of good news for our readers and clients! An important deadline is coming up just a week from today: The recently passed...
Both givers and receivers need to be strategic about communicating when it comes to estate planning and wealth transfer, John Vandergriff emphasizes in a Kiplinger article. On the other hand, he notes, "The reality is that not everyone wants their children to know...
"Don't just pass down the cash," Leslie Gillin Bohner cautions Kiplinger readers, emphasizing what we've been emphasizing to our Geyer Law estate planning clients for more than a quarter century. Benefits of in-person family estate planning conferences: From a...
As Indiana elder law attorneys, we know that long-term care planning has an important place in both retirement and estate planning, and at Geyer Law, we make every effort to help clients take charge of their finances and protect both themselves and their heirs...
Death is difficult to talk about, but JADE, the Jewish Association for Death Education, exists to make those conversations a little easier. Founded By Susan Kramer and David Zimmer in 2023, JADE's mission is to guide Jewish individuals and families through dying,...
A decade ago, the ABLE Act (the Stephen Beck, Jr. Achieving a Better Life Experience Act) was signed into Federal Law, with Indiana's ABLE Act going into effect a year later. ABLE allows individuals with disabilities to exercise more individual choice and...
