Caring For Generations

Month: November 2026

Couples — Together and Apart in Their Estate Planning

by Ronnie | Nov 11, 2026 | couples' estate planning, estate and tax planning, Estate Planning

"Estate planning discussions do not need to be dramatic or formal," TrustCounsel of Florida states. The discussions can begin with simple questions: If something happened to one of us, would the other have clear authority to act? Do we agree on how assets should be...

Charitable Planning Can Be a Matter of Style

On Behalf of Nicole Eckert | Nov 4, 2026 | charitable estate planning, charitable giving

While financial advisors often recommend a charitable vehicle for their philanthropic clients as part of their overall wealth management strategy, an article in foundationsource.com notes that donors have different "giving styles". As Indiana estate planning...