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.
Estate Planning in Threes, Fours, and Fives
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estate planning documents
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.
Developmental Milestones in Estate Planning
Developmental milestones are behaviors and physical skills seen as children develop These signs of development are followed by parents and by healthcare professionals. In the same way, estate plans need to be updated as we age and our needs and preferences change, and as family changes occur.
Talking to Parents About Estate Planning
For most of us, estate planning is one of the most challenging topics to discuss with our parents. Even broaching the subject can seem daunting. Despite the challenging nature of this subject, it is one of the most important conversations we can have with our parents....
So What If I Don’t?
Sometimes children don’t understand the consequences of their own actions. When it comes t estate planning, some people might not understand the answer to the question “So what if I don’t do any planning?
Being Prepared for “No Matter What” Contingencies
We have trouble facing up to the possibility that an illness or disability might make us unable to manage our own affairs. Healthcare directives are a vital part of any estate plan.
Putting Your Affairs in Order Takes a Team
Putting your affairs in order truly requires a number of different people, from your homeowners’ insurance agent to your tax advisor, property inventory specialist, and family members.
