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.
Every state, including Indiana, has its own guidelines and laws regarding the signing of legal documents, such as a last will and testament. While laws may vary by state, there is at least one regulation that exists across the board. For a will to be legally...
The 2017 Tax Cuts and Jobs Act had doubled the amount for paying estate tax. Now that advantage is dur to expire in 2025, dramatically reducing the tax exemption. While only high not clients will be directly affected, all clients need to review their estate and tax planning.
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.