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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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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Top 10 Reasons to Notify your Trustees and Agents in your Estate Plan to Prevent Unauthorized IntrusionRead article to learn why it's important to let your successor trustee and agents know your plans to avoid third parties from trying to insert themselves into your estate.
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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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What Is a Retirement Protector Trust (aka Retirement Plan Trust)?Learn about retirement protector trusts & their advantages to safeguard your retirement assets for future generations in San Diego & Orange County. Click here
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What Is a Retirement Plan Trust?Retirement Plan Trusts can help protect a beneficiary's inherited retirement accounts from divorcing spouses, creditors and predators
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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