Why should you be reading the Geiger Law Office blog? Because estate planning isn’t just for the super-wealthy! You want your assets to be put to good use by your heirs, and you want your values to outlive you. If you are in the process of planning your estate in California, read our latest postings to get great advice for your—and your family’s—futures.
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How Can a Charitable Trust Help You Reduce Taxes While Supporting the Causes You Care About?Learn how Charitable Remainder Trusts and Charitable Lead Trusts can help reduce taxes, generate retirement income, and create a lasting charitable legacy.
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Family Limited Partnerships: A Powerful Estate Planning Tool for Protecting and Transferring Family WealthFamilies can preserve control, protect valuable assets, and potentially reduce estate taxes while passing wealth to the next generation.
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Dolly Parton Appears to Have Planned Her Estate Carefully. So Why Is There Still a Family Fight?Even a carefully crafted estate plan can't prevent family disputes. Discover lessons from the reported Dolly Parton estate controversy on protecting your legacy.
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Do You Have an Outdated Disclaimer Bypass Trust Plan? The Hidden Limitations of a Disclaimer TrustDoes your estate plan include a Disclaimer Bypass Trust? Learn the hidden limitations, strict deadlines, and risks California couples should understand.
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Unused Money in a 529 Plan? You May Be Able to Turn It into a Roth IRAUnused money in a 529 plan? Learn how SECURE 2.0 may allow qualifying 529 funds to be rolled into a beneficiary’s Roth IRA for future retirement savings.
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Your Retirement Accounts May Need Their Own Trust: Protecting a $2 Million+ Retirement Account Legacy for Your ChildrenLearn how a Retirement Plan Trust can help couples with retirement accounts protect their children’s inheritance from divorce, lawsuits, creditors, and other risks.
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Why Your Financial Advisor Shouldn’t Be Your Estate Planning AttorneyMore financial firms are offering estate plans, but complex estates require experienced legal guidance. Learn why an estate planning attorney matters.
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The Buss Family, the Lakers, and an Estate Planning Lesson for Family BusinessesThe Buss family’s Lakers ownership dispute offers important estate planning lessons about family businesses, succession, control, and avoiding future conflict.
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Your Children Inherit the Family Home: What Could Go Wrong?Leaving the family home equally to your children can create conflict. Learn California estate planning strategies for inherited real estate.
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Does a Revocable Trust Protect Your Assets From Lawsuits and Creditors?Learn why a California revocable trust does not protect assets from lawsuits or creditors and how LLCs, insurance, and other strategies may help.