October is a time for raking leaves and Halloween costumes. It’s also National Bullying Prevention Month. Bullying is defined by StopBullying.gov as “unwanted, aggressive behavior among school-aged children that involves a real or perceived power imbalance.” Types...
Hoosier Estate Planner
Hip Pocket Resources for Indiana Seniors and Their Children
Kiplinger’s Retirement Report calls it “Information to Act On”; at Geyer Law, we think of them as “hip pocket” resources for seniors,. These are things you may need to know, either right now, or perhaps when life throws you or a family member a “curve ball”. Just...
Estate Planning Attorneys Reassured by Planner’s Retirement Prognosis
Clients can stop freaking out about having enough money in retirement, Craig Israelsen assures readers of Financial Planning. At Geyer Legal Group, PC, we were happy to learn of Israelsen’s positive investment prognosis. While we’re estate planning and elder law...
Changes in Veterans’ Benefits Looming October 18th
On September 18, 2018, the Department of Veterans Affairs officially published the amendments to certain regulations having to do with VA benefit claims.The VA hasn’t left beneficiaries a whole lot of time to adjust – those changes become effective on the 18th of this...
Long Term Care Insurance Choices – Riders and Hybrids
“Planning ahead for long-term care is important because there is a good chance you will need some long-term care services if you live beyond the age of 65,” cautions MyFederalRetirement.com. As Indiana elder attorneys, we certainly agree that long-term care planning...
In Buying Long Term Care Insurance, It Pays to Go for the Sweet Spot
“For aging baby boomers, planning for long-term-care costs becomes more pressing every day. But the insurance that helps cover those costs is surging in price, while the benefits are becoming skimpier,” Eleanor Laise comments in Kiplinger’s Retirement Report. It’s...
Avoid Aretha’s Estate Planning Mistake
Avoid the estate planning mistakes of Aretha Franklin and Prince, advises Richard Eisenberg, writing in Forbes.com. Both these one-time blockbuster music stars died without a will or trust, Eisenberg notes, and, he warns, “Following in their footsteps could mean your...
The Executor Shouldn’t Need to Start from Scratch
When there’s a death in the family, the responsibility of settling the estate is often designated to the oldest child or to a sibling. One problem that too often arises, explains certified home inventory professional Cindy Hartman, is that, in addition to making...
Grantor or Non-Grantor Trusts – What’s the Dif?
Some of the advice financial advisors give clients concerning setting up trusts may be outdated or overly simplistic, Martin Shenkman, a New Jersey CPA and attorney fears. In an article in Financial Planning, Shenkman offers a guide explaining the distinction between...
Priority Added to the Indiana Health Care Act
Indiana has joined other states in specifying an order of priority for health care decision-making. House Bill 1119 establishes which parties can make health care decisions for an adult who: is incapable of consenting to medical treatment (too physically or mentally...

