Sharing your estate plan with your heirs BEFORE you die will help avoid misunderstandings and resentment among heirs later.
Better Now Than Never When It Comes to Sharing Your estate Plan
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estate planning documents
“Homing In” on Your Estate Plan
Whether downsizing or aging in place, estate planning decisions need to be made about your primary residence.
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.
How–Important-is-it-to-You Estate Planning
Each estate planning client has certain things that are high on their priority list than it might be for other clients. Before executing any documents, it’s important to decide priorities based on your own unique set of circumstances.
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.
When Sibling Rivalry Meets Estate Planning, It Can Be Complicated
Sibling disputes often arise after parents have died, often resulting in expensive legal actions. Planning and family conferences can help avoid conflicts.
Two Options for Seniors Who Need the Oxygen Mask for Themselves
In a Caring.com survey, 42% of respondents without wills blamed simple procrastination; 35% said they didn’t have enough assets to bother writing one; 15% said they didn’t know how to proceed; and 14% said the process was too expensive, a usatoday.com article informs...
Estate Planning for Nearlyweds
Couples who are not married need to protect their decisions when it comes to both healthcare and money decisions.
A Very Much Not-Now estate Planning Move
There are many reasons it’s NOT a good idea to transfer ownership of your home to an adult child.
It’s the Decisions, Not the Documents
While estate planning certainly involves the drafting of documents, the important part is the thinking about the best course of action to benefit our family members, ourselves, and the causes we hold dear.
