Whether downsizing or aging in place, estate planning decisions need to be made about your primary residence.
“Homing In” on Your Estate Plan
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estate and tax planning
Helping Heirs Inherit Collectibles Without Emotional and Financial Drain
Without careful planning, leaving collectibles can leave heirs with many headaches..,
Life Settlements Present an Additional Choice in Senior Estate Planning
In a life settlement, life insurance is sold to a third party, who later collects the benefit when the insured has died.
For Business Owners, Estate Planning Just Became a Step More Complex
The recent Supreme Court ruling in Connnelly V. United States means that owners of closely held business interests should revisit their tax and estate planns.
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.
Steps for a Surviving Spouse
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..
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
