Business owners need to anticipate future contingencies and insure against risks in order to protect both family members and co workers.
estate planning documents
In Estate Planning, Equality and Fairness Might Be Two Different Things
When deciding how to split your assets among your children, there are many factors to consider. “Fair” doesn’t always mean equal….
Estate Planning and the Inflation Reduction Act
Estate planning and business law are interrelated. The Inflation Reduction Act will affect small business owners on several counts.i
Who’s Afraid of the Big Bad Three?
In naming family members to receive your wealth, there are three important concerns” creditors, divorce, and unwise or influenced decision-making by the beneficiary.
Without Follow through and Communication, Estate Plans Fail
Three true tales illustrate the important of followup and communication when it comes to helping estate planning documents do their work when the time comes….
Estate Planning in Threes, Fours, and Fives
Estate planning considers three things – heirs’ needs, your own situation, and taxes. There are also 4 components and five advisors who need to be involved.
What Does Title Insurance Have to Do With Estate Planning and Veterans?
Your title presents your rights to your property. Therefore, any transfer of property through a gift or estate planning, needs to consider title insurance.
Retirement Planning Target Turns 100
With increased estimates of life expectancy, estate planning becomes a whole new ballgame….
Second-Time-Around Indiana Estate Planning
Even with the waning of the pandemic, there has been a surge of clients feeling the need to review and update their estate planning documents. With children now grown and retirement ahead, new planning and insurance arrangements need to be made.
Bypass Trust Helps Avoid Certain Estate Planning Issues
Bypass trusts are especially useful in estate planning, but there are special challenges when it comes to assets in retirement plans such as IRAs and 401Ks.