“Your high-net-worth clients who self-fund LTC costs may face the unintended consequences of leaving less of a legacy to their children if out-of-pocket care expenses deplete their estates,” Pailip Herzberg and Jorge Padilla caution their fellow financial planning...
“Married individuals who are considering divorce should review their estate plans to determine if they remain appropriate,” says divorcesource.com, reminding readers that the law considers you legally married until the judge signs the final dissolution decree ending...
Since the attorneys of Geyer Legal Group, PC assist clients with estate planning and elder law needs, including Medicaid, the debate centering around the proposal to give states block grants is very important to us and to our clients. Medicaid, the nation’s largest...
“Wills are serious business. They are supposed to spell out how one would like their assets distributed after their death. But in some cases they are used to send messages – or settle scores – from beyond the grave,” says Yagana Shah in the Huffington Post. Under a...
Divorce is a complex and deeply personal process, and, at Geyer Law, we do all we can to help make the process as painless as possible. We know that, while all our clients can benefit from qualified estate planning advice, there are special issues that need to be...
Nice idea, this “going halfsies” for married couples, with each spouse putting money into a jointly held savings or investment account which either spouse may access. However, as an estate planning attorney in Indiana, I sometimes need to break the news to clients...
“To be or not to be? That is the question,” Shakespeare’s Hamlet mused. When it comes to Medicaid eligibility, however, there’s a whole ‘nuther question to ask: “Is it counted?” Medicaid is a joint federal-state government program which helps make medical coverage...
When clients turn to Geyer Law for help in creating an estate plan, it’s very typical for Social Security benefits to be the last thing on their minds. Surprise! Social Security is interwoven in just about every decision seniors make when it comes to their own...
“We don’t all look like the conventional nuclear family once famously depicted in ‘Leave It To Beaver’, a Raymond James’ Point of View article observes, pointing out factors such as: the legalization of same-sex marriage an increase in the number of non-married...
“Domicile in Indiana is defined as ‘the place where a person has his true, fixed, permanent home and principal establishment, and to which place he has, whenever he is absent, the intention of returning,” an information bulletin from the State of Indiana explains....
