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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How to Handle Out-of-State Property in Your California Estate Plan
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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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What Happened to Stephen “tWitch” Boss’ Estate After He Died Without a Will?Discover consequences of dying without a will in California. Learn the importance of estate planning in San Diego & Orange County . Click here to learn more.
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Biden Administration Releases 2024 GreenbookLearn of Biden Green Book and its impact on charitable lead annuity trusts (CLATs). Click here to learn more from San Diego and Orange County attorney.
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No Clawback for Large Gifts Made NowUnderstand gift taxes & their implications. Learn exemptions, rules & strategies to gifting. Click here to learn more from San Diego & Orange County attorney.
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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 Family Limited Partnership?Discover how this versatile legal structure can help preserve & transfer family wealth and provide asset protection in San Diego & Orange County. Click here
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FDIC Rules for Trust Accounts: Planning in the Wake of the Silicon Valley Bank Collapse
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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