When it comes to special needs planning and retirement planning, coordinating with benefits from Social Security is essential.
Month: January 2020
3 Things to Consider When Your Special Needs Child Turns 18
By Dara M. Hensel, Estate Planning Paralegal Having a special needs child has many challenges. One of the toughest challenges faced by many parents is knowing how to best care for their special needs child as they reach adulthood. There are many areas that need...
Tips on Creating an Estate Plan that Benefits a Child with Special Needs
By Rebecca W. Geyer Parents want their children to be taken care of after they die. But children with disabilities have increased financial and care needs, so ensuring their long-term welfare can be tricky. Proper planning by parents is necessary to benefit the child...
Are you at risk of making a costly estate planning mistake?
Despite popular belief, you do not need to be rich, elderly or sick to have an estate plan. If you have a house, car, money in the bank or cherished belongings, you can benefit from creating an estate plan. Not only can a plan help you maximize the value of your...
Buyout vs. Pension Decision Affects Both Retirement and Estate Planning
“The right decision can be a retirement game-changer - and so can the wrong one,” cautions Ed Slott in Financial Planning magazine, referring to the choice many employees are given between a lump sum buyout and a pension. As estate and elder law attorneys, we not only...
3 ways a probate attorney can assist your family
Preparing your estate for what happens after you die is vital, but after your death, the legal actions and other duties do not end. While you cannot be there to support your family through the probate process, they may want to hire a probate attorney who can help. ...
Set up your partnership successfully
Some business owners choose to work with a partner to ease the stress and financial burden of starting a business. While many partnerships are beneficial, some can be detrimental to the business if the partners do not plan appropriately. The most successful...
Beyond the 529 – Smart College Planning for Children and Grandchildren`
Grandparents who wish to help fund grandchildren’s tuition costs have options in addition to 529 plans.
Smart College Planning for Children and Grandchildren
Many grandparents are interested in helping their grandchildren pay for college. But what are the most efficient ways to go about that project?
Why are young couples enthusiastic about prenups?
In Indiana, prenuptial agreements have had a bit of a bad reputation for some time. But young couples embrace prenups with more enthusiasm than ever before. Today we will examine why that may be the case. First of all, younger couples have more assets to protect....
