Caring For Generations

Month: June 2025

Baby Boomers vs. Gen Xers – They Approach Estate Planning Differently

by Cara Chittenden | Jun 18, 2025 | estate and tax planning, estate planning documents, estate planning lawyer, family law and estate planning

Precisely because there are differences in the way Baby Boomers and GenX-ers approach estate planning, it is important to initiate a conversation to share intentions and ideas…

Weaving Required Minimum Distribution Strategy Into Your Estate Plan

by rebeccageyer | Jun 11, 2025 | Indiana estate planning, inherited IRAs, IRAs in estate planning, philanthropy

Required Minimum Distributions from IRAs and 401Ks have both tax and estate planning ramifications. Several tactics meant for tax planning can relate directly to one’s estate plan.