As we help set Indiana business owners up for success, we remind them of the importance of good human resource planning.
Tending to the Human Side of Business Planning
read more
Month: May 2024
Four common questions about the probate process in Indiana
Probate is a court-supervised legal process to help distribute the estate after someone passes away. It grants authority to a designated individual (usually the surviving spouse or close family member) to manage the deceased person’s assets, settle debts, and...
Asset Protection for Indiana Business Owners and Caring Parents
Asset protection trusts can be useful both for business owners and in general estate planning.
Know Your FRA, EEA, and PIA Numbers
Social Security benefits are closely tied to estate planning as well as to retirement planning.
Strategic Business Planning Requires Annual “Check-Ups”
Strategic business planning requires an annual valuation of business interests.
In Naming Guardians, Think of the What-Ifs
For parents, an essential part of estate planning involves naming a guardian for minor children. While a guardian can be anyone who is at least 18 years who is not currently incarcerated and who is of sound mind, parents' choices of guardian can mean the difference...
