Fear and hesitation to sell your company may prevent effective planning and lead to missed opportunities.
Knowing When to Say “When”
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estate planning documents
Estate Planning for the Single Guy or Gal
A common misconception is that estate planning is necessary only for those with children ad with significant assets. There are important reasons for single individuals to prepare an estate plan.
In Estate and Wardrobe Planning, Only Time Takes the Guesswork Out
As is true in wardrobe planning, both taking stock and looking ahead, “swapping and adding” elements to an estate plan are needed.
Is it a good idea to place my house in a trust?
Trusts are legal tools where the trustees hold and manage assets on behalf of the beneficiaries. They are commonly used in estate planning to manage and distribute assets to family members and others. They can help avoid probate, reduce estate taxes, and provide more...
Bequeathing Ideas and Values
There’s more than one way to share a legacy. In addition to passing on assets, total estate planning includes passing on values and ideals.
Bequeathing Assets and Lessons, Not Burdens, to Your Heirs
The responsibilities of settling an estate are complex and fraught with emotion. There are ways to make the process both simpler and less taxing to heirs.
Better Now Than Never When It Comes to Sharing Your estate Plan
Sharing your estate plan with your heirs BEFORE you die will help avoid misunderstandings and resentment among heirs later.
“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.
