Intra-family loans can be a good planning tool, in addition to helping provide assistance to loved ones. However, caution is in order, to avoid both tax problems and interpersonal misunderstanding.
Lending and Gifting to Help, Not Enable
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estate planning in Indiana
Estate Planning for the Single Guy or Gal
A common misconception is that estate planning is necessary only for those with children ad with significant assets. There are important reasons for single individuals to prepare an estate plan.
Fiscal Issues Potentially Affecting Our Indiana Clients
New and pending legislation on both a state and Federal level will potentially affect our clients – here are some of the issues under discussion….
DISC-Driven Estate Planning in Indiana
Behavioral qualities make people act in a certain way, and estate planning is a particularly sensitive top, with different personality types tending to react differently.
Another Estate Planning Cautionary Tale in the News
Two recent articles in the news reporting family businesses that had to close for lack of a successor highlight the need for business succession planning…
In With the Old
There have been many changes in estate planning law, in technology, and in the law. Some principles of estate planning, though, never change.
Life-and-Death Estate Planning
Estate planning must include planning for incapacity, in order to assure that your affairs can be handled in the event illness or injury prevents you from handling those yourself.
A Few Far-From-Usual Estate Planning Directives
Some highly unusual celebrity wills and estate plans….
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.
