There are special caregiving challenges faced by those in the LGBTQ+ community.
Month: June 2023
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Filling in the Planning Blanks With Life Insurance
Life insurance can be used to “fill in the gaps” in special needs planning, retirement planning, and business management.
Sooner-Than-Later Business Ownership Gifting
When children are in lower tax brackets than the business owner, gifting of business interests can shift income to them.
Estate Planning Inside the Sandwich
Sandwich generation issues have become an important part of estate planning.. Here is a variety of helpful suggestions….
Things to keep in mind when choosing a guardian
As an Indiana parent who wants the best for your children, you no doubt often think ahead to their future. Like many parents, you might also consider who would take care of your kids if both their parents were to die or become incapacitated. As part of the estate...