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...
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 business owners to think more about estate planning for their families and succession plans for their businesses.
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.
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, like retirement planning, is based on longevity assumptions. As we age,, our goals and preferences change..
Gift giving – things you need to know about taxes and how to avoid them.
Sometimes children don’t understand the consequences of their own actions. When it comes t estate planning, some people might not understand the answer to the question “So what if I don’t do any planning?
We have trouble facing up to the possibility that an illness or disability might make us unable to manage our own affairs. Healthcare directives are a vital part of any estate plan.
Each estate planning tactic must take into consideration the needs of more than one generation.
