Required Minimum Distributions from IRAs and 401Ks have both tax and estate planning ramifications. Several tactics meant for tax planning can relate directly to one’s estate plan.
Hoosier Estate Planner
Best Benefits for Military Members and Their Families
Advising military veterans and their family members is an important aspect of estate planning and elder law.
Proper Estate Plans Should Remain Unknown
The death of Colts team owner Irsay gave rise to speculation about the taxes that might be due on his estate….
For Those Who Served — Aid & Attendance; For Those Who Serve Them — Respite
Veterans and their surviving spouses are often uninformed about benefits for which they can qualify in terms of home health care and respite for caregivers.
What should you know about the probate process?
Probate is a term people often hear when talking about wills and estates, but many do not fully understand it. Whether you are planning your estate or dealing with a loved one's passing, knowing about this process can help you make informed decisions. What is probate?...
Lending and Gifting to Help, Not Enable
Intra-family loans can be a good planning tool, in addition to helping provide assistance to loved ones. However, caution is in order, to avoid both tax problems and interpersonal misunderstanding.
Knowing When to Say “When”
Fear and hesitation to sell your company may prevent effective planning and lead to missed opportunities.
Estate Planning for the Single Guy or Gal
A common misconception is that estate planning is necessary only for those with children ad with significant assets. There are important reasons for single individuals to prepare an estate plan.
Fiscal Issues Potentially Affecting Our Indiana Clients
New and pending legislation on both a state and Federal level will potentially affect our clients – here are some of the issues under discussion….
DISC-Driven Estate Planning in Indiana
Behavioral qualities make people act in a certain way, and estate planning is a particularly sensitive top, with different personality types tending to react differently.