Your philosophy is an important part of your legacy; wisdom, as well as wealth, can be passed along to the next generation….
Passing on Wisdom Along with Wealth
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Hoosier Estate Planner
Hopeful FDA News Serves as a Planning Reality Check
Health issues are an important consideration in estate planning, as this bulletin about compassionate care shows.
Another Estate Planning Cautionary Tale in the News
Two recent articles in the news reporting family businesses that had to close for lack of a successor highlight the need for business succession planning…
In Estate and Wardrobe Planning, Only Time Takes the Guesswork Out
As is true in wardrobe planning, both taking stock and looking ahead, “swapping and adding” elements to an estate plan are needed.
Special Scenarios Demand Special Estate Planning
Nontraditional families need special estate planning strategies to ensure their wishes are fulfilled.
Is it a good idea to place my house in a trust?
Trusts are legal tools where the trustees hold and manage assets on behalf of the beneficiaries. They are commonly used in estate planning to manage and distribute assets to family members and others. They can help avoid probate, reduce estate taxes, and provide more...
Bequeathing Ideas and Values
There’s more than one way to share a legacy. In addition to passing on assets, total estate planning includes passing on values and ideals.
Bequeathing Assets and Lessons, Not Burdens, to Your Heirs
The responsibilities of settling an estate are complex and fraught with emotion. There are ways to make the process both simpler and less taxing to heirs.
The Eleventh Thing to Leave Out of Your Will
A Kiplinger article lists ten things best left out of one’s will. A very important eleventh item is digital assets.
Business Planning — Carrying On or Closing?
The closing of a long-time business in Indiana serves as a stark reminder of the importance of business succession planning for both disability and death.
