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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Black Panther Star, Chadwick Boseman, Died Without a Will
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IRS Regulations Regarding the SECURE Act Rules for Beneficiaries of Retirement Accounts
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California Waives First Year Franchise Board $800 Minimum Fee for LLCs, LPs and LLPsLLCs, LPs and LLPs normally are required to pay a first year FTB fee but CA AB85 eliminated the 1st year FTB entity fee normally due if formed b/w 1/1/21-1/1/24
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The Top Issues You Need to Know About When Co-Owning Property with Your Children
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The Five Main Estate Planning Options in a California Revocable Married Couple Trust: Balancing Income Tax, Estate Tax, Flexibility and Asset Protection ConcernsMarital Planning in the Joint Revocable Trust: Balancing Income Tax, Transfer Tax, Flexibility and Asset Protection Concerns
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Three Step Process to Create or Update Your Estate PlanLearn about our three step estate planning process to make it easy and efficient for your to create or update your estate plan
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Creditor Protection for Your Child’s Inheritance Using a General Needs TrustUsing Trust Provisions in Your Revocable Trust to Create Creditor Protection for Your Child’s Inheritance Using a Springing General Needs Trust
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Marital Planning in the Joint Trust: Balancing Income Tax, Transfer Tax, and Asset Protection ConcernsMarried joint trusts need to state what happens to the trust property when one spouse dies, learn the most common marital funding formulas for a joint trust
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Should You Consider Making a Large Gift to an IDGT to Take Advantage of the Current Large 2022 Estate Tax Exemption?Intentionally Defective Grantor Trusts are commonly used as a means to make gifts to children and grandchildren through an irrevocable trust
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Utilize your Federal Estate & Gift Tax Exemption with a Spousal Lifetime Access Trust (SLAT)