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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Types of Gifting TrustsThe IDGT (Intentionally Defective Grantor Trust). This type of trust is often used to transfer a closely held family business to others in the family and also provide creditor protection for the beneficiaries.
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Annual Exclusion Gifting Trusts (aka, Crummey Trusts):Annual Exclusion Gifting Trusts (aka, Crummey Trusts)
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Who Should be the Trustee of the Gifting Trust?
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US Supreme Court Rules Inherited IRAs are Not Protected as Retirement AccountsOn June 12, 2014, the U.S. Supreme Court ruled that an inherited IRA is not an asset protected retirement account.
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Is Your Young Adult Child Protected in the Case of a Medical Emergency?Health Care Directive, HIPAA authorization, Statutory Power of Attorney, and an Expanded Durable Power of Attorney are ways to protect college-age students in the event there’s an emergency
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Why You Should Consider Listing Your Revocable Trust as the Primary Beneficiary on Your Life Insurance Policy