Collecting and managing an estate can involve much more than immediate errands and tasks, but there are certain things a surviiving spouse must do right away..
Steps for a Surviving Spouse
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estate and tax planning
A Few Far-From-Usual Estate Planning Directives
Some highly unusual celebrity wills and estate plans….
Starting Next Year, Required Means Required
The IRS has clarified the rules for inherited IRAs.
Will Your Pet be Treated as Property or Heir?
If you don’t provide for your pet in your estate plan, the pet will be treated as property.
Positive Change in Indiana “RAP”
There has been an important change in the Rule Against Perpetuities in Indiana
Annual Giving – a Methodical Approach to Estate Planning
Annual gifts represent a way to plan one’s estate methodically.
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.
Your Named IRA Beneficiary May Need an Instruction Manual
Non spouse beneficiaries of IRA accounts , who can no longer stretch their distributions over their lifetimes, still need to obey RMD rules.
Asset Protection for Indiana Business Owners and Caring Parents
Asset protection trusts can be useful both for business owners and in general estate planning.
Know Your FRA, EEA, and PIA Numbers
Social Security benefits are closely tied to estate planning as well as to retirement planning.
