The current estate tax exclusion rules are due to expire in a couple of years. Revisiting one’s estate plan is a must.
Estate Tax Back on the Radar Again
read more
rebeccageyer
The Earlier the Talk, the Smoother the Transition of Wealth
The transition of wealth from one generation to the next should be based on mutual understanding of values and intentions.
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.
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…..
Sooner-Than-Later Business Ownership Gifting
When children are in lower tax brackets than the business owner, gifting of business interests can shift income to them.
