Through ABLEnow accounts, individuals with disabilities can save money to pay for qualified disability expenses. The two unique advantages of ABLEnow accounts are: The earnings are not taxed. The disabled person does not lose eligibility for certain means-tested...
“For many, passing along religious beliefs and values to the next generation is just as important as passing along financial wealth and tangible assets,” South Carolina attorney Bobby Sawyer wisely observes. We agree. In fact, our attorneys at Geyer Law find our...
“Indiana’s senior population is large and growing, providing an increasing target for financial abusers through fraud, scams, and exploitation,” cautioned Indiana Securities Commissioner Alex Glass in a recent presentation to the Financial Planning Association of...
If you are single and (at least for now) unattached, perhaps with no children, you might have crossed estate planning off your to-do list. As Christine Fletcher writes in Forbes, you may have been busy building your career, socking away money for retirement, and...
Beneficiary designations are legally binding documents and supersede whatever is written in your will, Ohio attorney Joan Burda points out. For same-sex couples, proper estate planning and beneficiary designations are potentially more critical, she says. For all...
So you’ve named beneficiaries for your 401(k), IRA, or life insurance policies…Make sure those designations still reflect your intentions. Beneficiary designations are legally binding documents and supersede whatever is written in your will, Ohio attorney Joan Burda...
One of the realities of growing older is the increased likelihood of needing some form of living assistance. As we age, everyday activities such as toileting and bathing may become more difficult. The problem is compounded by neurological degeneration diseases like...
Your estate includes all the property you own, including tangible personal property, intangible property (bank accounts, retirement accounts, insurance, business interest, investments, etc.), as well as real property. Because real estate is an illiquid asset, it’s...
Natural disasters take many forms, from tornados and hurricanes which bring heavy winds and destruction to blizzards, ice storms and wildfires. These disasters can be very disruptive and have a significant impact on the lives of many people in a particular area,...
The legal structure of your business shapes your professional journey. While you can change your entity in the future, it is best to get it right the first time to avoid legal and financial complications. There are various structures, and each comes with its benefits...
