The Big Beautiful Bill has enormous impact on planning for seniors’ healthcare needs.
Medicare and Estate Planning — The More Things Change, the More They Don’t Stay the Same
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Remembering Robert Redford – Lessons in Legacy
Write-ups about Robert Redford’s death emphasize that he not only achieved fame, but also wanted to leave a legacy for the benefit of the motion picture industry.
Estate Planning for Those Aging on Their Own in Indiana
There is a rising number of adults aging without the traditional support of a partner, spouse, or children living nearby.
Another Look at “Bucketing” Your Estate Plan
“Bucketing” is a way to give form and function to estate planning, anticipating not only your own future needs, but those of your beneficiaries at different stages of their lives.
The 25-or-Thrive Parent Retirement-Planning Challenge
When adult children become dependent on their parents for financial support, parents’ estate planning needs to be adjusted to those realities.
