The transition of wealth from one generation to the next should be based on mutual understanding of values and intentions.
The Earlier the Talk, the Smoother the Transition of Wealth
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Couples, Finances, and Estate Planning
Co-managing finances, while respecting the needs of each spouse, an be a challenge even for “traditional” couples.Legal advisors must take a sympathetic and compassionate approach as couples deal with legal considerations.
5 things you should know about a special needs trust
If you’re considering executing an estate plan in Indiana, or have an existing plan that needs updating, you’ll be glad to know that the process is customizable to your needs. This means that you don’t have to include or omit specific documents in your plan. You’re...
Good Business Owners Prepare for Bad Things to Happen
Bad things can and do happen to even very devoted and very skilled business operators, and having contingency plans is a vital aspect of owning a business.
Guardianships and Guarding Health Information
A new statute in Indiana addresses the dilemma health providers face when asked to provide information about an incapacitated individual….
Inviting Your Estate Planning Attorney to Criticize Your Thinking
Different generations can have different approaches when it comes to estate planning, and it’s important to invite your advisors to critique your planning to be sure all aspects are covered.
Tax Law Change Forces Estate Plan “Tweaking”
Using an irrevocable trust will no long protect heirs from having to pay tax on capital gains on inherited assets…..
Healthcare – a Key Component in Estate Planning
Healthcare – for both oneself and family members – remains a key component in any estate plan.
Working to Protect, Honor, and Provide for Veterans
July is a month with several special days honoring veterans…..
Filling in the Planning Blanks With Life Insurance
Life insurance can be used to “fill in the gaps” in special needs planning, retirement planning, and business management.
