Intrafamilyy loans can play an important part in estate and gift planning.
Hoosier Estate Planner
Smart Giving Strategies
Landing and giving money to family members can carry emotional baggage, but is still useful in estate planning.
Will Business Partners Be Ready to Sell at the Same Time?
Even for small businesses, there are aspects of law that must be considered during the framing of the business. What if one partner wants to sell out, but the other does not?
Pine Box Estate Planning – It’s Not Just About You
Even business owners who are in good health and who intend to run their businesses up until they die – need contingency planning in consideration of their family members, employees, and customers.
Without Follow through and Communication, Estate Plans Fail
Three true tales illustrate the important of followup and communication when it comes to helping estate planning documents do their work when the time comes….
The Two Reasons Many Estate Plans Fail
The two main reasons estate plans fail are lack of follow through and lack of communication…
Estate Planning in Threes, Fours, and Fives
Estate planning considers three things – heirs’ needs, your own situation, and taxes. There are also 4 components and five advisors who need to be involved.
Pride Month and Juneteenth Reminders of the Need for Estate Planning
Pride Month and Juneteenth are reminders of the need for thoughtful estate planning as part of acceptance and appreciation of our rights and obligations towards others.
Will You Plan to Transfer the Business Itself, or Only its Value?
There are two elements inherent in any for-profit enterprise – control and value. Estate planning for business owners involves deciding what combination of the two is most appropriate.
Good for Grandparents, Soon-to-be Better for Grandkids’ Education
Law change will help grandparents help their grandchildren with college costs…
