Hoosier Estate Planner
Important Information About Life Insurance
The recent COVID-19 pandemic has made many of us think about our mortality and how to make sure our loved ones are taken care of especially if we die unexpectedly. Life insurance can be an affordable way to provide for our children, a spouse, a sibling, aging parents,...
Coronavirus Can Infect the Replacement Ratio
The Coronavirus pandemic has the potential to upend many Americans’ retirement planning, but careful adjustment of estate planning can blunt some of those effects.
What You Need To Understand About Estate Planning
Estate planning may sound like the domain of the very wealthy, however, in the eyes of the law, an estate is simply the aggregate of property an individual owns, and most everyone owns something. Property ownership includes individual as well as jointly owned bank...
COVID-19 Poses Unique Challenges for LBGTQ Community Members
The COVID-19 pandemic poses unique challenges to members of the LBGTQ community, and estate planning becomes even more important.
LBGTQ Community Celebrates Supreme Court Ruling
Two new developments – one very positive, the other not so much, present new opportunities and new challenges for the LBGTQ Community this Pride Month.
Divorce and Coronavirus – Chicken and Egg?
The pandemic may be the cause of an increased rate of divorces. Many estate planning and retirement planning decisions will need to be made before the paperwork is filed for the divorce.,
COVID-19 and the SECURE Act Create New Considerations About College
Is COVID-19 creating an education planning crisis?
Planning Allows LGBT Clients Freedom to Be Themselves
Legal issues for LGBT individuals and particularly for same-sex couples involve complexities that have to do with tax and estate planning.
CARES Spells Relief When It Comes to Health and Retirement Plans
The CARES Act has helpful provisions in the areas of retirement planning, health insurance, and small business planning.
How you can plan for potential probate disputes
As you revise your will, you may want to reconsider some of its provisions. Since its beneficiaries will receive your assets in probate court, you will want to ensure a smooth disbursement process. Yet, you may sense potential for conflicts or challenges between them,...
