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.
Lending and Gifting to Help, Not Enable
read more
clients’ legal issues
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.
Special Scenarios Demand Special Estate Planning
Nontraditional families need special estate planning strategies to ensure their wishes are fulfilled.
Business Planning — Carrying On or Closing?
The closing of a long-time business in Indiana serves as a stark reminder of the importance of business succession planning for both disability and death.
“Homing In” on Your Estate Plan
Whether downsizing or aging in place, estate planning decisions need to be made about your primary residence.
Is Interest in Estate Planning on the Decline?
Is Interest in doing estate planning on the decline? It’s important to remember that controlling your assets and documenting your wishes can be established only through planning.
Starting Next Year, Required Means Required
The IRS has clarified the rules for inherited IRAs.
Inter-generational Estate Planning Thought Partnerships
Passing wealth from generation to generation can be “carrot-and-stick” – based, but it is far more effective to have open conversations about the responsibilities and challenges that accompany wealth.
Irrevocable Trusts – Unlovable, But Loving
"When you create an irrevocable trust you are creating a document you cannot change easily, and the property you transfer to the trust is no longer in your control," Daniel Timins writes in Kiplingercom. There are only three possible reasons anyone would part with...
Protecting What’s Yours So It Can Be Sure To Be Theirs
Trusts protect what’s yours, so it can belong to your intended heirs and not be lost through creditors or divorce.
