With increased estimates of life expectancy, estate planning becomes a whole new ballgame….
Retirement Planning Target Turns 100
read more
Estate Planning
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.
The Pandemic is Forcing People to Pace Their Need for Estate Planning
The pandemic is forcing business owners to think more about estate planning for their families and succession plans for their businesses.
Bypass Trust Helps Avoid Certain Estate Planning Issues
Bypass trusts are especially useful in estate planning, but there are special challenges when it comes to assets in retirement plans such as IRAs and 401Ks.
Talking to Parents About Estate Planning
For most of us, estate planning is one of the most challenging topics to discuss with our parents. Even broaching the subject can seem daunting. Despite the challenging nature of this subject, it is one of the most important conversations we can have with our parents....
Estate Planning, Too, is Based on Longevity Assumptions
Estate planning, like retirement planning, is based on longevity assumptions. As we age,, our goals and preferences change..
‘Tis the Gifting Season
Gift giving – things you need to know about taxes and how to avoid them.
