There are many Indiana residents who are hesitant when it comes to discussing mortality. Some are afraid to die. Others would rather not think about the inevitability of death. However, neither fear nor avoidance can keep death at bay; it is a certainty in life. For...
Month: February 2024
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Charitable Remainder Unitrusts Deal With the Now and the Later On
Charitable Remainder Unitrusts offer tax benefits to the donor. More important – a CRT helps with the now and the later.
As Part of Your Legacy, Offer Loved Ones a Slice of Your Life
As part of your estate planning, consider offering your heirs the precious gift of a memoir, sharing a “slice of your life”.
A Not-To-Be-Overlooked Healthcare Planning Ploy
Health Savings Accounts can prove very important in estate planning.
A Very Much Not-Now estate Planning Move
There are many reasons it’s NOT a good idea to transfer ownership of your home to an adult child.