By Cara M. Chittenden The sudden rise of the coronavirus, COVID-19, has left many unprepared and confused. There are numerous reports of shortages of antibacterial hand sanitizer, disinfecting wipes, and even toilet paper. While we can’t predict when something like...
Month: March 2020
When Do Charitable Deductions Make a Difference in Your Taxes?
Post the SECURE Act, charitable deductions can make an even bigger difference to both charities and taxpayers.
What Can You Do to Protect Your Loved One in a Nursing Home During the Pandemic?
By Rebecca W. Geyer As the coronavirus spreads across the United States, nursing home residents are among the most vulnerable to the disease. How can you try to ensure that your loved one stays healthy? The first thing you can do is research the nursing home. While...
Succession Plan Key to Business Estate Planning Success
Estate planning for business owners avoids costly disputes and pain later on. Goals may include keeping the business within the family or selling the business as part of a retirement plan.
Healthy planning can aid you in finding long-term care
Long-term care can cost a fortune. You might save your whole life and still not have enough. There are programs in place to help you get the care you need, but that assistance isn’t guaranteed. A private room in a care facility in Indiana will cost an average of over...
Caregivers Are Getting Younger, Making Planning for Long-Term Care Even More Important
By Cara M. Chittenden As baby boomers age, more and more millennials are becoming caregivers. Many are taking on this role while just getting started in their own lives, leading to difficult decisions about priorities. Proper planning can help them navigate this...
Where There’s a WIll, Same Sex Couples Need to Go Beyond
While all couples can benefit from estate planning, same sex couples have special situations that require additional attention.
Balancing Caregiving and Your Career
By Dara M. Hensel Providing care for a senior family member, particularly long-term care, can bring about lost wages and missed opportunities for the caregiver. A report by Genworth entitled Beyond Dollars 2018 shows that although statistically having to miss work to...
In Settling Estates, Creditors’ Rights Come First
While one good goal of estate planning is avoiding probate, when it comes to avoiding taxes or debts, probate avoidance just doesn’t “do the trick”. That’s because in Indiana, just as in every other state, creditor’s rights come first, whether that creditor is a...
Innovative Technologies Designed to Help Older Adults Age in Place
By Rebecca W. Geyer The silver tsunami of Americans has inspired the technology industry. There are continuous developments and implementations of inventive digital Internet of Things (IoT) solutions that transform the lives of aging adults as well as their...
