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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Why the Upcoming Election Makes It Important to Review Your Estate PlanReview your estate plan now before potential tax law changes take effect. Protect your assets and secure your future. Contact us today for expert advice!
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The Benefits of Creating a Retirement Plan Trust for Multiple Children Where at Least One is Under Age 21 Under the SECURE Act 2.0Create a retirement plan trust for minor children under 21 to extend tax deferral, protect assets, and maintain control under SECURE Act 2.0. Contact us today!
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Understanding Secure Act 2.0: New Rules for Beneficiaries of Inherited Retirement AccountsLearn how Secure Act 2.0 impacts beneficiaries of inherited retirement accounts. Stay informed and protect your financial future. Contact us today!
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Understanding the Murdoch Family Battle Over Trusts: Can an Irrevocable Trust Be Changed?The ongoing battle between Rupert Murdoch and his children over control of their family’s multibillion-dollar media empire is a complex one. It raises a fascinating question; can you change a legal document that’s supposed to be unchangeable? Click here to read more.
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Understanding Spousal Lifetime Access Trusts (SLATs) for Large EstatesA SLAT is a type of trust that allows one spouse to put money or assets into a “box” that the other spouse can use during their lifetime. It’s a way to share wealth while making sure it stays protected and doesn’t get lost. Click here to read more about it.
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Protect Your Home from Title Fraud with San Diego County's Free Owner Alert ServiceProtect Your Home from Title Fraud with San Diego County's Free Owner Alert Service. Click link to read more on how to sign up for this service.
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Children off to College? Is It Time to Update Your Estate Plan as an Empty Nester?Children off to College? Is It Time to Update Your Estate Plan as an Empty Nester? Click here to read our blog post.
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How a Pre-Nuptial Agreement Can Affect Your Estate Plan in California
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How to Handle Out-of-State Property in Your California Estate Plan
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How Divorce Impacts Your Estate Planning Documents: Trusts, Powers of Attorney, and Health Care Documents in California