Life expectancy, divorce and remarriage, and healthcare costs are all factors relating to seniors’ decisions about social Security benefits.
estate planning in Indiana
The Pandemic is Forcing People to Pace Their Need for Estate Planning
The pandemic is forcing business owners to think more about estate planning for their families and succession plans for their businesses.
Aaliyah’s Estate Isn’t Happy – Will Yours Be?
20 years after her death at age 22, the estate of rhythm and blues singer Aaliyah Haughton was still tied up in disputes. Money and inheritances are common causes for conflicts in families, but estate planning can help maintain harmoney.
Estate Planning Steps to Take the Second Time Around
Love may be lovelier the second time around, but should also be entered into with both feet on the ground. Here is a second marriage estate planning “to do” list…
Grandparents Increasingly Involved in K-12 Education Planning
529 education plans can be a good thing, not only for grandkids and parents, but for grandparents. For grandparents, the Indiana tax credit and the flexibility are two particularly attractive benefits.i
Safety First – for Your family and Your Estate Planning Documents
There are different ways to safeguard your documents and still make sure your heirs and executor know how to find them….
It’s Not That Easy Being an Estate Executor
It’s not easy being an estate executor. Learn what the duties are for this job – and how to make it easier for the executor of YOUr estate to do that job…
The American Families Plan – Certain Families Have Cause to Worry
Certain families have cause to worry about the American Families Plan proposed by President Biden.
Wealth Transfer – Putting Yourself First
Wealth transfer is another name for giving away money, but before choosing recipients or heirs, consider your own present and future needs first.
Making Room for Pets in Your Budget – and in Your Estate Plan
After a $50,000 car accident, he realized that the $2,000 auto insurance premium he’d been complaining about had been a real bargain, Sarah Healy’s client Tim confessed. The client wondered whether insurance could extend to something about which he cared even more...
