Prince Estate Gearing Up For a Court Battle?
Prince died of an accidental drug overdose in April this year while living in Minnesota. To date, no will has been found to have been executed by Prince, who was born Prince Rogers Nelson. Because of...
View ArticleValuation Discounts for Family Businesses Coming to an End?
The Treasury released the new Proposed §2704 regs. in August of 2016 that will affect estate planning and valuation of family owned business interests and real estate. Most estate planners and related...
View ArticleIRC 2704 Proposed Regs Lunch & Learn on September 20th
On September 20th from 12:00pm to 1:30pm Brenda Geiger, J.D. and Philip Schwab of FMV will be hosting a lunch and learn event to help you better understand the real risk that the proposed regs for IRC...
View ArticleMajor Change to California Law-End of Life Option Act
In 2014, Brittany Maynard made headlines for her decision to uproot her life in California and relocate to Oregon for the sole purpose of dying. Brittany, a 29-year old newlywed was unexpectedly...
View ArticleDoes your estate plan need to be modified in light of Trump's new estate tax...
Now that we have a House, Senate and Presidency all in the hands of the Republican Party, what will that mean for you and your estate plan? President Elect Donald Trump has proposed several sweeping...
View ArticleWhat Documents Should be Part of the Estate Plan if an Aging Parent Becomes...
Planning for the possibility of incapacity is critical for anyone, but especially for an aging parent. Without proper planning in advance, many adult children are forced to file a court action to...
View ArticleJoin us on May 12, 2017 for our 2017 Trusts & Estates Symposium at The Lomas...
To Register, Go To: https://www.eventbrite.com/e/geiger-law-office-2017-trusts-estates-symposium-tickets-31697461962On May 12, 2017, we are hosting our 9th annual Trusts & Estates Symposium at the...
View ArticleAre You the Next Superstar Attorney We're Looking For?
We're searching for the next talented, smart, hard-working and creative person with 3-5 years of estate planning experience to become the newest full-time associate attorney in our practice....
View ArticleIRS Demands More Estate Tax Money From Michael Jackson's Estate
It’s been eight years since Michael Jackson died, but now the IRS is claiming that his name and likeness are worth more than originally reported. A Tax Court case that has been going on for over four...
View ArticleWhat Keeps Most Americans from Getting Their Estate Plans Done?
According to findings from a 2016 study conducted by WealthCounsel called the Estate Planning Awareness Survey, only 40% of Americans have a will and only 17% of Americans have a trust in place to...
View ArticleEstate Planning Paralegal / Corporate Legal Assistant
We are looking to add the next full time rock star to our growing Estate and Business Planning legal team! The person we are looking for will take charge of managing and organizing our legal...
View ArticleWill Your Retirement Accounts be Protected for Your Children from Creditors,...
Many people are not aware that the rules around inherited IRAs and other types of retirement accounts changed in 2003. Since then, a non-spouse who inherits a qualified retirement account in most cases...
View ArticleA Potential Pitfall with Refinancing Your Home....
Many people don't realize that refinancing their home could land them in probate court. What can and does happen much of the time is that a client refinances their home and their house ends up in their...
View ArticleStar Wars Episode VIII: The Last Jedi Exclusive Movie Premiere and American...
Attention All Star Wars Fans!For the 3rd year, we are hosting our signature event to celebrate all things Star Wars with an exclusive movie premiere for Star Wars Episode VIII: The Last Jedi Movie on...
View ArticleTop 5 Estate Planning Mistakes
Top 5 Estate Planning Mistakes1: Not properly Funding Your Trust or Coordinating Your Assets with Your Trust - For Example: Your house gets refinanced and not retitled to your trust and later triggers...
View ArticleSenate Passes its Version of the Tax Bill
Senate Passes its Version of the Tax BillHow Will it Affect You if Signed into Law? The Senate passed its version of the Tax Cuts and Jobs Act (TCJA) on December 2nd. The changes to the bill that the...
View ArticleWhy Whitney Houston's Estate Is So Troubled
As you already know, the world has lost one of it’s greatest talents, Whitney Houston. What you probably don’t know however is that she botched her estate plan.Whitney Houston’s will was recently filed...
View ArticleTop 6 Ways to Help You Prevent Alzheimer's Disease
Top 6 Ways to Help You Prevent Alzheimer’s DiseaseWith so many living much longer lives, the potential for developing dementia or Alzheimer’s Disease increases. Here are some easy to follow steps you...
View ArticleWhy Trust Protectors are the Wave of the Future
Why Trust Protectors are the Wave of the Future The use of Trust Protectors began in offshore trusts as a means to safeguard a trust Grantor’s interest and planning intent. Today, Trust Protectors are...
View Article