Some highly unusual celebrity wills and estate plans….
A Few Far-From-Usual Estate Planning Directives
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estate planning in Indiana
For Pet Owners – the Humorous and the Humane
Interesting facts about pets. Under the law, animals are property, but, in your estate plan, you can make sure they have a good life after you die.
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.
Strategic Business Planning Requires Annual “Check-Ups”
Strategic business planning requires an annual valuation of business interests.
In Naming Guardians, Think of the What-Ifs
For parents, an essential part of estate planning involves naming a guardian for minor children. While a guardian can be anyone who is at least 18 years who is not currently incarcerated and who is of sound mind, parents' choices of guardian can mean the difference...
As Part of Your Legacy, Offer Loved Ones a Slice of Your Life
As part of your estate planning, consider offering your heirs the precious gift of a memoir, sharing a “slice of your life”.
Opportunity to Change Medicare Plan Available Through March 31 of This Year
New opportunity to change Medicare plans and options available through the end of March, 2024.
It’s the Decisions, Not the Documents
While estate planning certainly involves the drafting of documents, the important part is the thinking about the best course of action to benefit our family members, ourselves, and the causes we hold dear.
Generational Opportunity for Only a Few; a Wake-up Call for Many
The 2017 Tax Cuts and Jobs Act had doubled the amount for paying estate tax. Now that advantage is dur to expire in 2025, dramatically reducing the tax exemption. While only high not clients will be directly affected, all clients need to review their estate and tax planning.
Conversation Across the Generations
Big conversations about money and estate planning need to take place between – and among – grandparents, parents, and children. Family conferences make settling elders’ affairs much simpler and help avoid bitter misunderstandings.
