Hoosier Estate Planner
The Holiday Season – a Time to Enable a Better Life Experience
Five years ago this month, the ABLE Act (the Stephen Beck, Jr. Achieving a Better Life Experience Act was signed into Federal Law, with Indiana’s ABLE Act going into effect a year later. The concept – individuals with disabilities may establish ABLE accounts, allowing...
Who needs a living will?
A living will is a document of many names. Some people in Indiana also refer to it as a medical directive or health care directive. Whatever they choose to call it, the document serves one primary purpose. If an individual becomes incapacitated and not a minor, it...
It’s a Sign of Love to See the Signs on Thanksgiving
During family gatherings on the holidays, be alert for signs of infirmity and what additional care and planning may be needed.
Creating a will after your divorce
When marriages end, those who managed to make their way through the process of getting a divorce may feel overwhelmed for a number of reasons. They may be dealing with serious emotional concerns, and they may have a lot of financial pressure as well. Sometimes,...
Why should you have a business succession plan now?
Regardless of when business owners in Indiana like you plan on retiring, it can be crucial to have a business plan ready to go. You may be wondering why it's important to get this looked into so early on and we are here to discuss that today. FindLaw discusses some of...
An Important Indiana Anniversary Approaches
In just a few weeks, Indiana will mark a very important four-year anniversary. On January 1, 2016, House Enrolled Act 1265, also known as the CARE Act, was passed into law. The acronym CARE stands for Caregiver Advise, Record, and Enable. As of this writing, 40 states...
In Estate Planning, Little Things Can Mean a Lot
“Planning before death can address many of the issues that arise after a parent dies,” Barbara Weltman observes in Investopedia. While sibling rivalry can lead to lengthy and expensive legal actions, Weltman adds, forethought by the parents - along with proper legal...
Estate planning considerations for same-sex couples
In the years since same-sex marriage has been legally recognized in the United States, numerous gay and lesbian couples in Indiana have tied the knot. This ability to enjoy a marriage has transformed many people's lives. While the ability to get married is the same...
Including the Influencers in Estate Planning
National negotiation training company founder Marty Latz is a person every estate planning client ought to meet. While most of his consulting clients are corporations negotiating with their employees and vendors, the following question discussed just last month in...
“Cottages” Have Benefits and Consequences in Estate Planning
Remember when it was all the rage for families to own lakeside “cottages”? Not only were those the site for big annual get-togethers and reunions, different members of the family would take turns using the cottage for their own vacation getaways. Ownership might pass...
