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.
Estate planning for spouses with big age differences
Big Age Difference Between Spouses Demands Extra Estate Planning Initiatives
“Sizable age gaps (between spouses) can create special challenges from a financial and retirement planning standpoint,” Christine Benz points out in Morningstar. Why? They may need to plan for different retirement dates. They need to plan for different life...
In Indiana Estate Planning, the Times They Are A-Changing – Part Two
There are new realities to deal with in estate planning, as families become increasing varied in their dynamics. The Raymond James Point of View names several of those new realities, including the legalization of same-sex marriage, the general increase in non-married...