Estate planning, especially now that life expectancy has increased so much, involves several generations, each with their own needs. Family dynamics are involved in each decision.
Estate Planning – Not Just an Economic Thing
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Smart Giving Strategies
Landing and giving money to family members can carry emotional baggage, but is still useful in estate planning.
Without Follow through and Communication, Estate Plans Fail
Three true tales illustrate the important of followup and communication when it comes to helping estate planning documents do their work when the time comes….
The Two Reasons Many Estate Plans Fail
The two main reasons estate plans fail are lack of follow through and lack of communication…
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.
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…
Do You Know the Value of Your Business Interests?
One way or another, the value of your business is going to directly affect the amount of tax you – or your heirs – will owe. Having a handle on your business value will prove invaluable.
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
Estate Planning Challenges Remain for LBTQ Couples
Three aspects of planning present special challenges for same sex couples. Learn how to protect the rights of each partner and any offspring.
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.
