Veterans and their surviving spouses are often uninformed about benefits for which they can qualify in terms of home health care and respite for caregivers.
For Those Who Served — Aid & Attendance; For Those Who Serve Them — Respite
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Lending and Gifting to Help, Not Enable
Intra-family loans can be a good planning tool, in addition to helping provide assistance to loved ones. However, caution is in order, to avoid both tax problems and interpersonal misunderstanding.
Knowing When to Say “When”
Fear and hesitation to sell your company may prevent effective planning and lead to missed opportunities.
Estate Planning for the Single Guy or Gal
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.
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….
Passing on Wisdom Along with Wealth
Your philosophy is an important part of your legacy; wisdom, as well as wealth, can be passed along to the next generation….
Another Estate Planning Cautionary Tale in the News
Two recent articles in the news reporting family businesses that had to close for lack of a successor highlight the need for business succession planning…
