Sibling disputes often arise after parents have died, often resulting in expensive legal actions. Planning and family conferences can help avoid conflicts.
Estate Planning
“I Haven’t Really Thought About It” Isn’t Going to Cut It
Long Term Care planning is essential as the cost of Long Term Care insurance rises and the cost of long term care itself skyrockets…
Two Options for Seniors Who Need the Oxygen Mask for Themselves
In a Caring.com survey, 42% of respondents without wills blamed simple procrastination; 35% said they didn’t have enough assets to bother writing one; 15% said they didn’t know how to proceed; and 14% said the process was too expensive, a usatoday.com article informs...
Protecting What’s Yours So It Can Be Sure To Be Theirs
Trusts protect what’s yours, so it can belong to your intended heirs and not be lost through creditors or divorce.
Estate Planning for Nearlyweds
Couples who are not married need to protect their decisions when it comes to both healthcare and money decisions.
Make these estate planning tasks a priority
There are many Indiana residents who are hesitant when it comes to discussing mortality. Some are afraid to die. Others would rather not think about the inevitability of death. However, neither fear nor avoidance can keep death at bay; it is a certainty in life. For...
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”.
A Very Much Not-Now estate Planning Move
There are many reasons it’s NOT a good idea to transfer ownership of your home to an adult child.
First National Bank of Grandma and Grandpa
Many grandparents choose to lend money to their grandchildren. The estate planning needs to specify whether the loan will be forgiven, and their are tax rules that must be followed.
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.