"Is your retirement plan based on Social Security fact or fiction?" a Kiplinger article asks, citing statistics showing that, while 9 in 10 Americans over age 65 receive Social Security benefits, few understand how to claim those benefits most effectively. As just one...
Both givers and receivers need to be strategic about communicating when it comes to estate planning and wealth transfer, John Vandergriff emphasizes in a Kiplinger article. On the other hand, he notes, "The reality is that not everyone wants their children to know...
Death is difficult to talk about, but JADE, the Jewish Association for Death Education, exists to make those conversations a little easier. Founded By Susan Kramer and David Zimmer in 2023, JADE's mission is to guide Jewish individuals and families through dying,...
In Indiana, age 18 is the age of majority. Before children go off to college, there are four important documents they should sign.
“Bucketing” is a way to give form and function to estate planning, anticipating not only your own future needs, but those of your beneficiaries at different stages of their lives.
Bucketing one’s estate plan means anticipating heirs’ needs at different states in their lives.
The availability of the new “Trump accounts” raises questions about gifts to grandchildren as part of one’s overall gift strategy and estate planning.
Managing an estate can be time-consuming and stressful, and often involves tax issues and the probate court.
Precisely because there are differences in the way Baby Boomers and GenX-ers approach estate planning, it is important to initiate a conversation to share intentions and ideas…
Fear and hesitation to sell your company may prevent effective planning and lead to missed opportunities.
