While we offer no direct tax advice at Geyer Law, collaborating with our clients’ tax advisors in arriving at a coordinated plan, we’re always alert for threats and opportunities that affect estate planning… They’ve dubbed it the “tax torpedo”, referring to extra...
Estate planning? Don’t forget those digital assets – websites, social media accounts, email accounts, and domain names.
Between any two people, no matter how much they agree on, there will be some things they see differently. When those two people are business partners in Indiana, the disagreement could lead to serious issues. As Business News Daily notes, a disagreement may be about...
Your approach to your health care is unique based on your family history, your religious and philosophical beliefs, your personal preferences and even your pain tolerance. Each decision you make likely comes after a discussion with your Indiana doctor where you...
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...
