“The Indiana equine industry is an important component of the Indiana economy, a report from Purdue Extension pointed out, serving a variety of needs, including: racing showing (second largest use in Indiana) recreation (largest use in Indiana) work...
“Sizable age gaps (between spouses) can create special challenges from a financial and retirement planning standpoint,” Christine Benz points out in Morningstar. Why? They may need to plan for different retirement dates. They need to plan for different life...
“There are many potential roles that can be filled by a financial life planner” Stephen Brody writes in the Journal of Financial Planning. “The overarching role, however, is being a leader,” Brody asserts, quoting John Quincy Adams’ statement: “If your actions...
Their whole lives, Tom and Sara Smith had worked hard. Although hardly wealthy, the couple had lovingly accumulated assets which they had hoped to leave to their children and grandchildren. Now medical problems had become a challenge. Tom had survived cancer, but his...
“For many retirees, paying taxes isn’t a one-time-a-year task”, a recent issue of Kiplinger’s Retirement Report points out. Even after taking care of their 2018 tax return, many seniors will need to work on their Form 1040-ES to pay estimated 2019 taxes, with the...
For all of us, falling leaves are a reminder that, as year-end approaches, we need to make sure all our tax-related i’s are dotted and our t’s crossed. Year end is also a time when tax planning and estate planning are most inter-related for seniors. As the AARP...
“Seniors need to be aware that their children, siblings, and other heirs can sometimes try to use such a health condition as a way to gain legal control over their property,” pennyborn.com cautions. “Seniors should be aware that they are vulnerable to involuntary...
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...
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...
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...
