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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5 Potential Consequences of Not Funding Your Trust in CaliforniaDiscover the importance of funding your trust and the consequences if not done or completed properly. Click here to read more.
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Retirement Planning for Busy Professionals in Laguna Niguel: A Comprehensive GuideDiscover the ultimate guide for busy professionals to create a retirement plan. Learn how to automate savings, optimize investments, and approach retirement with confidence.
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The 2024 Estate & Gift Tax Exemption Amount Set to Rise AgainThe 2024 estate and gift tax exemption: What you need to know about estate planning in the new tax landscape. Click here to read more.
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10 Points to Consider When it Comes to Trust AdministrationTrust administration is a critical process in estate planning, to ensure that your assets are distributed according to your wishes after your passing. Click here to read more
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The Dangers of Not Establishing a Trust-Based Estate Plan in CaliforniaDiscover the potential pitfalls of neglecting to establish a trust-based estate in California. Click here to read more on how to secure your family's future.
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Understanding Step-Up in Basis for Assets Upon InheritanceUnlocking the Mystery of Step-Up in Basis: Discover how assets can gain a fresh start upon inheritance. Click link to read our blog to learn the essentials.
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10 Benefits of Exchanging Investment Property into a Delaware Statutory TrustLearn how investing in Delaware Statutory Trusts might be a good option for you. Click here to read more
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What Is Included in an Estate Plan Review?An estate plan review should be done every 3-5 years with an attorney and financial planner for changes in relationships, residence, and financial situation.
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7 Advantages of Including a Trust Protector in Your Revocable or Irrevocable TrustLearn the advantages of including a trust protector in your trust. Click here to read more and see if this is a good option for you to consider.
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Creating a Trust in California: A Step-by-Step GuideLearn why it's important and the steps to take to create a trust in California. Click here to read more.