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.
The Living Side of the Estate Planning Process
While estate planning includes the topic of death, there is positive psychology involved and benefits for both family members and the person engaged in the process.
The Deadly Side of the Retirement and Estate Planning Process
Lifespan – and death – are, unavoidably, at the heart of every estate planning discussion….
For the Disabled – More Financial Autonomy, No Loss of Government Benefits
Arc of Indiana is our state’s leading special needs trust. Chief Officer Melissa Justice explains the workings of Arc of Indiana accounts.
Tell ‘Em in Writing What You Told ‘Em
A letter of instruction to family members lets them know your preferences for how you want funeral arrangements handled.
Heirs Who Just Say No, Thank You
When used appropriately, disclaimers can be a big help in saving taxes for heirs.
Second-to-Die Insurance Solves Several Estate Planning Problems
Second-to-die insurance solves a number of estate planning problems for couples, preserving assets and assisting in business transfers.n
Plan to Start the Year With an Updated Estate Plan
Updating your estate plan should be one of your New Year’s resolutions – here’s why….
Why Social Security Decisions Are Part of Estate Planning
Social Security decisions and estate planning are interwoven, with the goal of clients providing for themselves, their family members, and the charities of their choice.