Gifting stock shares to family members may lack the panache of a luxury car adorned with a bow, but it’s a gift that can addd value to their lives long after other gifts are forgotten…..
Estate Planning With Love and Hard Assets
It’s far easier to split cash assets and investment accounts than to deal with antiques, artwork, or real estate…..t
Putting Wheels on Estate Planning
Driving – and when it is time to stop driving – is an important aspect of panning for seniors.
Things Might Have Been Different in Indiana
Story in the Jerusalem Report hghlights the importance of keeping one’s will updated.
Heirs Who Just Say No, Thank You
When used appropriately, disclaimers can be a big help in saving taxes for heirs.
Second-to-Die Insurance Solves Several Estate Planning Problems
Second-to-die insurance solves a number of estate planning problems for couples, preserving assets and assisting in business transfers.n
Plan to Start the Year With an Updated Estate Plan
Updating your estate plan should be one of your New Year’s resolutions – here’s why….
Estate Planning Attorney Advises What and What Not to Say to Grievers
Comforting ciients who’ve lost a loved one is challenging, but it is important to help others cope with grief.
Year-End Tax Planning and Charitable Estate Planning Go Hand in Hand
Many year-end tax planning decisions impact and are impacted by your estate plan.
In Healthcare Planning, the Right Choices Save Time and Prevent Tears
Healthcare is one of the biggest expenses to plan for in retirement, and choosing the right Medicare plan is of the utmost importance.