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Geiger Law Office Blog

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Geiger Law Office Blog's title: Carlsbad California Estate Planning Attorney | Geiger Law Office

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The Great Wealth Transfer: Why Now Is the Time to Get Your Estate Plan in Order

In recent financial news, the term Great Wealth Transfer has been used repeatedly to describe one of the most significant financial events in modern American history, a massive intergenerational shift of assets from older to younger generations. Analysts estimate that ove...


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When a Beneficiary Predeceases You: What Really Happens and How to Plan for It

Estate planning is designed to give clarity, control, and peace of mind. But even the most thoughtful plan can run into complications when life takes an unexpected turn, such as when a chosen beneficiary passes away before you do.


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Annual Exclusion Gifts in 2026: Simple Transfers, Powerful Trust Planning

Every year, the tax law gives families a straightforward way to move wealth out of their estate without gift tax consequences: the annual exclusion gift. It’s easy to overlook because it’s “routine,” but over time it can shift millions of dollars tax-free — especially when paired ...


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Why California Trust Administration Is More Complicated Than Most People Realize And Why Handling It Alone Can Be Risky

If you’ve recently lost a loved one and discovered you’ve been named as Trustee of their trust, you may be wondering what exactly your responsibilities are and whether trust administration is really as complicated as people say.


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Don't Wait for a Crisis: The Holiday Conversation Every Family Needs to Have

As the holiday season draws near, many of us look forward to gathering with family, sharing meals, and creating new memories. The holidays also present a meaningful opportunity to check in on those we love, especially our aging parents and to have the important conversations that ...


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