Sandwich generation issues have become an important part of estate planning.. Here is a variety of helpful suggestions….
Estate Planning Inside the Sandwich
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Hoosier Estate Planner
Things to keep in mind when choosing a guardian
As an Indiana parent who wants the best for your children, you no doubt often think ahead to their future. Like many parents, you might also consider who would take care of your kids if both their parents were to die or become incapacitated. As part of the estate...
For All Concerned Consider Giving to Charity Sooner Than Later
The timing of charitable gifts can make a big difference in both tax planning and gift impact.
It’s a Matter of Estate Planning Ethics
The increase in longevity has created many estate planning “dilemmas” and “ethical issues”….
Ready, Succession Plan Set, Go
Every single business will go through a transition – a sale, a transition to the next generation, or a liquidation. It’s never to soon to prepare for any of those possibilities….
A Real Life Relocation Cautionary Tale
From relocation specialist Rita Wohl comes this true life story showing how important it is for adult children and their aging parents to discuss options.
Estate Planning for Families with Adopted or Stepchildren
families with stepchildren or adopted children may require special estate planning…
Estate Planning that Means Business
With a key part of business planning being succession planning,an ESOP can provide a very viable solution for many business owners.
Social Security From an Estate Planning Point of View
Waiting until age 70 to collect Social Security is one way to leave a larger legacy for one’s heirs.i
The Living Side of the Estate Planning Process
While estate planning includes the topic of death, there is positive psychology involved and benefits for both family members and the person engaged in the process.
