Using an irrevocable trust will no long protect heirs from having to pay tax on capital gains on inherited assets…..
Tax Law Change Forces Estate Plan “Tweaking”
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Estate Planning
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.
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.
