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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Understanding the 2025 Gift and Estate Tax Exemption Changes: How They Affect Your Estate PlanLearn about 2024-2025 gift & estate tax exemptions and how upcoming changes could impact your estate plan. Act now to secure tax advantages. Contact us
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What is a HIPAA Authorization for Release of Medical Information?Learn what a HIPAA Authorization is and why it’s essential for your estate plan. Protect your health info and rights. Read on to secure your future!
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6 Critical Reasons Why It's Important to Establish or Update Your Estate Plan Before the End of the YearDiscover 6 key reasons to establish or update your estate plan before year-end. Protect your legacy and loved ones. Contact us today to secure your future
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The Pros and Cons of Outright Distribution vs. Continuing Trusts in California Revocable TrustsExplore the pros and cons of outright distribution vs. continuing trusts in California estate planning. Ensure your loved ones are protected—contact us today!
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Do You Need a Trust if You Already Have a Will?Wondering if a trust is necessary with a will in California? Learn the key differences and benefits. Call us today for expert estate planning advice
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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.