Co-managing finances, while respecting the needs of each spouse, an be a challenge even for “traditional” couples.Legal advisors must take a sympathetic and compassionate approach as couples deal with legal considerations.
Estate Planning
In Selling a Business, Preparation is the Secret to Success
While we help business owners prepare for success, we must also help them be prepared for adverse circumstances j- and to think ahead to how they want to transfer their business to others someday in the future.
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.
Guardianships and Guarding Health Information
A new statute in Indiana addresses the dilemma health providers face when asked to provide information about an incapacitated individual….
College Loans Remain on the Estate Planning Radar
The the Supreme Court having struck down the President’s pan to forgive student loan debt, college financing is still a very important part of legacy planning for parents and grandparents.
Tax Law Change Forces Estate Plan “Tweaking”
Using an irrevocable trust will no long protect heirs from having to pay tax on capital gains on inherited assets…..
The Do-It-Yourself Items on the Estate Planning Task List
There are many aspects of the estate planning prospects that can be handled only by you.
Filling in the Planning Blanks With Life Insurance
Life insurance can be used to “fill in the gaps” in special needs planning, retirement planning, and business management.
It’s a Matter of Estate Planning Ethics
The increase in longevity has created many estate planning “dilemmas” and “ethical issues”….
Estate Planning that Means Business
With a key part of business planning being succession planning,an ESOP can provide a very viable solution for many business owners.