Geiger Law Office, P.C.

10/02/2026

Could an outdated Disclaimer Trust create risks for your family?

Disclaimer Bypass Trusts have long been used in estate plans for married couples because they offer flexibility after the first spouse dies. But that flexibility comes with some important limitations.

Click the link below to read our latest article to learn about six important limitations of Disclaimer Bypass Trust planning and why older estate plans may deserve another look.
https://www.geigerlawoffice.com/blog/do-you-have-an-outdated-disclaimer-bypass-trust-plan-the-hidden-limitations-of-a-disclaimer-trus.cfm

If your estate plan has been updated in years and you have a Disclaimer Trust plan you would like reviewed, reach out to us at (760) 448-2220 or at https://www.geigerlawoffice.com/contact.cfm. We proudly serve families in California and have offices in Carlsbad and Laguna Niguel.

09/28/2026

Have money left over in your child’s or grandchild’s 529 plan?
That may be a better problem to have than you think.

In our latest article, we explain how the rules work and why this new option could be especially valuable for parents and grandparents thinking about long-term, intergenerational wealth planning.

Click the link below to read the full article to learn how unused college savings could potentially become decades of retirement savings.

https://www.geigerlawoffice.com/blog/unused-money-in-a-529-plan-you-may-be-able-to-turn-it-into-a-roth-ira.cfm

If you, a friend, or a loved one would like to discuss establishing or restating an estate plan, please contact our Intake Department at 760-448-2220 or visit us online at www.geigerlawoffice.com/contact.cfm. We proudly serve families throughout California from our offices in Carlsbad and Laguna Niguel.

09/11/2026

On this 25th anniversary of September 11th, we remember those who lost their lives and honor the courage and compassion shown in the days that followed.

We love the mission of www.911day.org: honoring those we lost by doing something good for someone else. Whether it’s volunteering, helping a neighbor, supporting a local charity, or simply showing someone a little extra kindness, even a small act can make a difference.

Today, consider doing one good deed in remembrance.

Learn more at www.911day.org.

Join millions on September 11, 2026 in the nation's largest day of charitable service. The 25th anniversary of 9/11 Day.

08/28/2026

Your financial advisor can be an important part of your planning team, but managing your investments and designing your estate plan are two very different jobs.

As more financial advisory firms begin offering estate planning services, families with mid-sized and larger estates should understand the potential limitations. A customized estate plan requires more than documents, it requires legal judgment, experience, proper trust funding, and careful coordination of your assets and family goals.

Our latest blog explains why an experienced estate planning attorney should serve as your legal guide while working alongside your financial advisor, CPA, and other trusted professionals.

Click the link below to read more to learn what to consider before having your financial advisory firm prepare your estate plan.

https://www.geigerlawoffice.com/blog/why-your-financial-advisor-shouldn-t-be-your-estate-planning-attorney.cfm

If you, a friend, or a loved one would like to discuss estate planning, contact our Intake Department at 760-448-2220 or visit us online at www.geigerlawoffice.com/contact.cfm. We proudly serve families throughout California from our offices in Carlsbad and Laguna Niguel.

08/27/2026

Happy National Dog Day! 🐾

We’re celebrating the dogs who are such an important part of our families. Here are a few of the pups that make our team’s days a little better!

08/15/2026

Leaving the family home equally to your children may sound fair, but a house isn’t as easy to divide as a bank account.

What happens if one child wants to keep the home, another wants to sell, or one child already lives there? California property taxes, buyouts, ongoing expenses, and other practical issues can make an equal inheritance surprisingly complicated.

Our latest blog discusses estate planning options that can help families plan ahead, including purchase options, temporary occupancy rights, equalizing inheritances with other assets, and clear instructions for selling the property.

Click the link below to read more to learn how thoughtful planning for the family home can help make the eventual transition easier for your children.

https://www.geigerlawoffice.com/blog/your-children-inherit-the-family-home-what-could-go-wrong-.cfm

08/11/2026

The team at Geiger Law Office is excited to celebrate a very special milestone— Melissa who is our fearless Team Leader is celebrating her 5-year anniversary with our firm!

Over the past five years, she has been an incredible part of our team, bringing dedication, leadership, positivity, and a commitment to excellence every day. We truly appreciate all that Melissa does to support our team and help us provide the best possible service to our clients.

Please join us in congratulating her on 5 amazing years! We’re so grateful to have her on our team and look forward to celebrating many more milestones together!

08/07/2026

Does putting your assets in a revocable trust protect them from lawsuits and creditors? This is a common misconception.

While a revocable trust can help avoid probate and plan for incapacity, it generally does not provide asset protection during your lifetime. Our latest blog explains how tools such as umbrella insurance, LLCs, homestead protections, and continuing trusts for beneficiaries may help reduce risk.

Click the link below to learn more.

https://www.geigerlawoffice.com/blog/does-a-revocable-trust-protect-your-assets-from-lawsuits-and-creditors-.cfm

If you, a friend, or a loved one would like to discuss estate planning and/or creditor protection strategies, contact our Intake Department at 760-448-2220 or visit us online at www.geigerlawoffice.com/contact.cfm. We proudly serve families throughout California from our offices in Carlsbad and Laguna Niguel.

08/01/2026

Protecting your family's legacy isn't just about passing down wealth, it's about passing it down wisely.

For families with larger estates, an Irrevocable Gifting Trust can help reduce future estate taxes, protect assets from divorce and creditors, and create opportunities for children and grandchildren while preserving wealth for generations.

Click the link below to learn how this powerful estate planning strategy may help your family build a lasting legacy, or contact Geiger Law Office at (760) 448-2220 to discuss whether advanced estate planning is right for you.

https://www.geigerlawoffice.com/blog/irrevocable-gifting-trusts-a-powerful-wealth-transfer-strategy-for-families-who-want-to-build-a-.cfm

07/24/2026

Will your children's inheritance truly be protected?

Many parents assume that leaving assets outright to their children is the simplestand best approach. Unfortunately, an outright inheritance can become vulnerable to divorce, lawsuits, creditors, or financial missteps.

A thoughtfully designed continuing trust can help protect your legacy while still giving your children the flexibility to benefit from the assets throughout their lives.

In our latest blog, we discuss:
✔️ The hidden risks of outright distributions
✔️ How continuing trusts can provide added protection
✔️ The role of trustees and Trust Protectors
✔️ Why how your children inherit may be just as important as what they inherit

Read the full article here: https://www.geigerlawoffice.com/blog/why-outright-distributions-to-your-children-may-be-one-of-the-biggest-mistakes-in-your-estate-pl.cfm

If you have questions about protecting your family's legacy, we're here to help. If you, a friend, or a loved one would like to discuss estate planning or creditor protection strategies for your children, contact our Intake Department at 760-448-2220 or visit us online at www.geigerlawoffice.com/contact.cfm. We proudly serve families throughout California from our offices in Carlsbad and Laguna Niguel.