WA MAGAZINE FALL 2017 - page 3

If your retirement accounts are
$200,000 ormore in total, your heirs
may be at risk of losingmore than half
of the balance to taxes!
Moneyyouhave intended foryour lovedonescouldgo toa
creditor,adivorcing spouse,a lawsuit,orevenabankruptcy.
ProtectingYourChildren
isdesigned to guide you through
aunique and innovative legal solution to thisproblem.
Geiger LawOffice, P.C.
1917PalomarOaksWay,
2008
(760)448-2220 • www.geigerlawoffice.net
BrendaGeiger
is a skilled and experiencedEstate and
BusinessPlanning attorney inCarlsbad,
California.Herpractice focuseson
protecting clients from theprobate
process,helping them avoid future
litigation andon forward thinking asset
protection forher clients and theirheirs.
“Estateplanning for retirementaccounts isa complexarea
of the law.Thisbook takes thehard-to-understandand
transforms it intobite-sizedpiecesof valuableanduseable
information thatwillhelp youprotect yourhard-earned
retirementsaccounts for thenext generation. It’sa greatand
timely read. Ihighly recommend it.”
DavidM.Frees, III J.D.
—PartnerofUnruh,Turner,Burke&Frees
WORD ASSOCIATION
PUBLISHERS
827.7903
Tarentum,Pennsylvania
LAW | $16.95
B r end a G eig er, J. D.
If your retirement accounts are
$200,000 ormore in total, your heirs
may be at risk of losingmore than half
of the balance to taxes!
Moneyyouhave intended foryour lovedonescouldgo toa
creditor,adivorcing spouse,a lawsuit,orevenabankruptcy.
ProtectingYourChildren
isdesigned to guide you through
aunique and innovative legal solution to thisproblem.
Geiger LawOffice, P.C.
1917PalomarOaksWay,
2008
(760)448-2220 • www.geigerlawoffice.net
BrendaGeiger
is a skilled and experiencedEstate and
BusinessPlanning attorney inCarlsbad,
California.Herpractice focuseson
protecting clients from theprobate
process,helping them avoid future
litigation andon forward thinking asset
protection forher clients and theirheirs.
“Estateplanning for retirementaccounts isa complexarea
of the law.Thisbook takes thehard-to-understandand
transforms it intobite-sizedpiecesof valuableanduseable
information thatwillhelp youprotect yourhard-earned
retirementsaccounts for thenext generation. It’sa greatand
timely read. Ihighly recommend it.”
DavidM.Frees, III J.D.
—PartnerofUnruh,Turner,Burke&Frees
WORD ASSOCIATION
PUBLISHERS
827.7903
Tarentum,Pennsylvania
LAW | $16.95
B r end a G eig er, J. D.
PROTECTING
YOUR
CHILDREN’S
IRA INHERITANCE
with a Retirement Protector Trust
PROTECTING
YOUR
CHILDREN’S
IRA INHERITANCE
with a Retirement Protector Trust
WORD ASSOCIATION
PUBLISHERS
.827.7903
LAW
$34.95
851337
781633
9
ISBN978-1-63385-133-7
53495>
of
GREAT ESTATE PLANNING
SECRE TS
SECOND EDITION
BRENDA GEIGER, J.D.
SecretsofGreatEstatePlanning
covers not only the basic things you’ll need to know to set up andmaintain
yourestateplan,butalsomoreadvancedplanningstrategiessuchasRetirement
PlanTrusts and IrrevocableGiftingTrusts for children andgrandchildren.
In this easy to readbook you’lldiscover:
•What theprobateprocess is inCalifornia andwhy it shouldbe avoided
•How to “fund” (transfer assets to)your revocable trust andwhich assets
cannotbeownedbyyour revocable trust
•Howyou canprotectyour children’s inheritance from creditors,predators
and their futuredivorcing spouses
•Howyou canprotectyour spousewithBypassTrustprovisions inyour
revocable trust
•Thebestway to ensureyour retirement accounts areworth at least5
timesmore than thedateyour children inherit them andgive them asset
protectionon those accounts toboot
•How toprotectyourself ifyouown rental real estatewith anLLC
•The top25mistakespeoplemake in their estateplans,andhow toavoid them
Brenda Geiger is a skilled and
experiencedEstateandBusiness
Planning attorney in Carlsbad,
California.Her practice focuses
on
protecting
clients
from
the probate process, helping
them avoid
future
litigation
and on forward thinking asset
protection for her clients and
theirheirs.
GeigerLawOffice,P.C.
1917PalomarOaksWay, Suite160
Carlsbad,CA 92008
(760) 448-2220
GEIGER
SECRETS
of
GREAT ESTATE PLANNING
SECOND EDITION
Safeguarding The Nest
FamilyProtectionExpertBrendaGeiger, J.D. presents an easy-to-read guide
to help familieswith the legal aspects of ensuring the practical and financial
protection of their children.
No one likes toworry endlessly aboutwhatwould happen to their kids in the
case of an accident, illness or other incapacity.Get this book and act on its expert
advice, and youwon’t have toworry—yourwishes and dreams for your childrenwill
be protected, leaving you free to enjoy life’s daily blessings.
Geiger, amother of two, is committed to helping all families get their legal
planning ducks in a row to protect the ones they love.
Learnabout:
• 5ThingsEveryParentMustKnowAboutProtectingTheirChildren
• 13TipsForChoosingAGuardian
• The 25MostCommonEstatePlanningMistakes
• PlanningToMinimizeOrEliminateTaxesForTheLargerEstate
• HiringAnAttorney—When,HowAndWhy
Readers say...
“I am soglad thatwe read thisbook andgotour estate
plan inplace!Thisbook reallyhelped to clarify allof
ouroptions.With all the things that couldgowrong, it
is so comforting to know thatour familywillbe taken
careof thewaywe intended.”
TimandKellyHuckaby
,
Carlsbad,CA
)
“Even thoughmy children arenow adults, I found so
muchuseful information in thisbook tohelpmyhusband
and I legallyplan forour family.Thisbook isdefinitely a
must read.”
AnneCoulter,
PacificBackflowCompany,
Inc.,Oceanside,CA
)
BrendaGeiger, J.D.
is themanaging attorneyof
GeigerLawOffice,P.C. inCarlsbad,California.Amother
of two young childrenherself she isdeeply committed to
helping families ensure their children’sbright futures throughEstatePlanning.
$24.95
WhatYouNeed toKnow to
ProtectYouFamily’sFuture
GeigerLawOffice,P.C.
1917PalomarOaksWay,Suite160 Carlsbad,CA92008 (760)448-2220
WORD ASSOCIATION
PUBLISHERS
1.800.827.7903
FourthEdition
Safeguarding the Nest
— Fourth Edition
Brenda Geiger, J.D.
Cover,TOC,1,2 4,5,6,7,8,9,10,11,12,13,...22