Perhaps you “learned the ropes” of your family business alongside your parents or grandparents in your youth. For decades now, you’ve been at the helm, and you’ve been thinking a lot about the future. You’re getting older, and you naturally want to make sure you have...
Hoosier Estate Planner
Being Prepared for “No Matter What” Contingencies
We have trouble facing up to the possibility that an illness or disability might make us unable to manage our own affairs. Healthcare directives are a vital part of any estate plan.
INvestABLE Enables Financial Independence for the Disabled
New developments in the INvestABLE accounts for special needs individuals makes financial independence even more of a possibility for disabled adults as well as children.
The Chicken-or-Egg Estate and Tax Planning Conundrum
Each estate planning tactic must take into consideration the needs of more than one generation.
Putting Your Affairs in Order Takes a Team
Putting your affairs in order truly requires a number of different people, from your homeowners’ insurance agent to your tax advisor, property inventory specialist, and family members.
Giving and Receiving Benefits Through a Donor-Advised Fund
Thanks to the Tax Cuts and Jobs Act of 2017, the use of donor-advised funds is soaring. These arrangements make it possible for donors to enjoy tax deductions now, but make specific distribution decisions later.
Why Your REALTOR and Estate Planning Attorney Need to Meet
Your REALTOR and estate planning attorney need to work together to sell a home after the owner has died. Seniors Real Estate Specialist Steve Rupp explains the challenges.
Planning for End-of-Life Care
Conversations about end-of-life care should not wait until someone is dying, but should begin with people in their 60s..It includes documenting your wishes and ensuring control over your assets in case of incapacity or death.
Updated Property Inventory Minimizes Many Business Risks
The complexity of maintaining a business inventory system often results in the inability to receive insurance proceeds or, in the case of the death of the owner, a proper estate inventory..
WOTC Benefits Owners and Veterans Alike
Nick Sullivan of Sulivan Business Solutions makes business owners aware of opportunities they have t reduce taxes by taking advantage of government incentive programs.
