As featured guest on the Indiana Lawyer podcast, Rebecca Geyer, president of the Indiana Bar Association, discusses the challenges faced by the legal profession today.
SECURE 2.0 Helps Those Who Help Themselves – and their Employees
SECURE 2.0 legislation offers many opportunities for employers to offer retirement planning benefits to employees and also benefit their own bottom line….
Tell ‘Em in Writing What You Told ‘Em
A letter of instruction to family members lets them know your preferences for how you want funeral arrangements handled.
SECURE 2.0 – It Could Be of Great Benefit
The newest law, SECURE 2.0 contains several boosts for higher income people.
Reverse Mortgage Can Be an Important Element in an Estate Plan
Seniors can use reverse mortgages to avoid draining their retirement portfolios when the market is down, and also to relocate to be nearer their children.
Why Social Security Decisions Are Part of Estate Planning
Social Security decisions and estate planning are interwoven, with the goal of clients providing for themselves, their family members, and the charities of their choice.
What Grandparents Need to Know About Today’s College andscape
Grandparents can help fund grandchildren’s education while benefiting their own estate and tax planning.
World Kindness Day – a Reminder of the Kindest Thing of All
World Kindness Day reminds us that having an estate plan is one of the greatest kindnesses you can perform for loved ones.
Special Planning for Families with a Special Needs Adult Child
Five important elements of estate planning are presented for families with a special needs adult child….
Don’t Bequeath a Device Without Operating Instructions
Adult children need to be included in discussions of your estate plan, if for no other reason than that. each needs to be willing and able to perform the duties assigned, and the location of your documents.