A Kiplinger article lists ten things best left out of one’s will. A very important eleventh item is digital assets.
The Eleventh Thing to Leave Out of Your Will
read more
Month: January 2025
Business Planning — Carrying On or Closing?
The closing of a long-time business in Indiana serves as a stark reminder of the importance of business succession planning for both disability and death.
Donor-Advised Funds — Oh, Yes, They Are for You and me
A recent New York Times article referred to Donor Advised Funds as being a ploy for the rich to use to evade tax. The truth is the opposite – donor advised funds are a very good charitable giving vehicle for all donors.
Beneficial Ownership Reports Back on Business Owners’ To-Do-Now List
Business owners need to file the Beneficial Ownership Report this month.
In With the Old
There have been many changes in estate planning law, in technology, and in the law. Some principles of estate planning, though, never change.
