"And no matter what, there's not one thing in this world or the next that we can do or hope or guess at or wish or pray that can change it or help it one iota," James Agee wrote in the book A Death in the Family. "The loss of a spouse can upend a family's future,"...
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Estate Planning to Provide for Adopted Children
Under Indiana law, adopted children are entitled to the same rights as biological children. Here are some reminders of estate planning details for adopted and stepchildren.
College Loans Remain on the Estate Planning Radar
The the Supreme Court having struck down the President’s pan to forgive student loan debt, college financing is still a very important part of legacy planning for parents and grandparents.
Grandchildren’s “Gap” Year Incentivizes Grandparents to Create Incentives
Grandparents, through their own estate planning, can create incentives for grandchildren to finish their education.
In Your Estate Planning, Consider the Current College Quandary
For many clients, college education is the single biggest funding need they face after saving for retirement. With COVID-19, a lot has changed, and students parents, and grandparents all need to reassess their planning options.

