A common misconception is that estate planning is necessary only for those with children ad with significant assets. There are important reasons for single individuals to prepare an estate plan.
Month: April 2025
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Fiscal Issues Potentially Affecting Our Indiana Clients
New and pending legislation on both a state and Federal level will potentially affect our clients – here are some of the issues under discussion….
DISC-Driven Estate Planning in Indiana
Behavioral qualities make people act in a certain way, and estate planning is a particularly sensitive top, with different personality types tending to react differently.
Real Estate Ownership After the Passing of a Spouse
This week’s blog discusses the handling by a recent widow or widower of real estate properties in the estate..
When Real Estate is a Big Part of Your Estate
When real estate property is part of an inheritance, there are unique issues to anticipate when planning an estate….

