Sarah Weaver of the Central Indiana Community Foundation shares insights into charitable gift planning and donor-advised funds.
Hoosier Estate Planner
ESOPs – Where Tax Planning, Retirement Planning, and Estate Planning Meet
ESOP plans are tax-deferred retirement plans that help business owners save taxes, passing along their business interests to chosen individuals.
What Does Title Insurance Have to Do With Estate Planning and Veterans?
Your title presents your rights to your property. Therefore, any transfer of property through a gift or estate planning, needs to consider title insurance.
The Three P’s and the Three Elements
Estate should be handled very much like LLCs, with two classes of owners. Three elements of any assets include control, equity, and cash flow, and not all need to be vested in the same individual.
Thinking Twice About Beneficiary Designations
It’s all too easy to make mistakes with beneficiary designations. This post offers valuable tips for making sure your intentions are carried out.
Continuing Care Part of Estate Planning Rubric
Because of the financial considerations of continuing care, planning a move even years into the future, should be part of the estate planning process early on.
For Elderly Parents, Move Management Begins With “the Talk”
Moving a parent from home into a facility is a sensitive issue, beginning with a very open family “talk”.
Retirement Planning Target Turns 100
With increased estimates of life expectancy, estate planning becomes a whole new ballgame….
Special Needs Children – Spending “For” and “By”
The difference between Special Needs Trusts and INvestABBLE accounts has to do with spending. With trusts, the trustee is the one who pays for goods and services for the special needs individual. ABLE accounts, in contrast, allow the special needs person to access the funds as needed.
Separate but Equal – or Unequal – Business Succession Planning
Successful transfer of business interests requires very careful planning. Simply leaving a business in equal shares to all children can be a recipe for disaster. Estate planning is for everyone, but particularly for business owners!
