ESOP plans are tax-deferred retirement plans that help business owners save taxes, passing along their business interests to chosen individuals.
Estate Planning
What Does Title Insurance Have to Do With Estate Planning and Veterans?
Your title presents your rights to your property. Therefore, any transfer of property through a gift or estate planning, needs to consider title insurance.
The Three P’s and the Three Elements
Estate should be handled very much like LLCs, with two classes of owners. Three elements of any assets include control, equity, and cash flow, and not all need to be vested in the same individual.
Thinking Twice About Beneficiary Designations
It’s all too easy to make mistakes with beneficiary designations. This post offers valuable tips for making sure your intentions are carried out.
For Elderly Parents, Move Management Begins With “the Talk”
Moving a parent from home into a facility is a sensitive issue, beginning with a very open family “talk”.
Retirement Planning Target Turns 100
With increased estimates of life expectancy, estate planning becomes a whole new ballgame….
Separate but Equal – or Unequal – Business Succession Planning
Successful transfer of business interests requires very careful planning. Simply leaving a business in equal shares to all children can be a recipe for disaster. Estate planning is for everyone, but particularly for business owners!
Second-Time-Around Indiana Estate Planning
Even with the waning of the pandemic, there has been a surge of clients feeling the need to review and update their estate planning documents. With children now grown and retirement ahead, new planning and insurance arrangements need to be made.
Special estate plans for special needs clients
If you’re one of many people in Indiana and throughout the country who have a loved one with special needs, you understand how challenging certain issues involving health care and expenses can be. You might also worry that something could happen to you where you would...
Army Vet Helps Both Civilians and Vets Prepare for the Best
his true life story illustrates the importance of life insurance and of estate planning to protect children from disputes and financial burdens.
