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...
Estate Planning
‘Tis the Season to Think About the 5 Taxes That Can Affect Your Estate
There are five kinds of taxes that can affect your estate..
Generational Opportunity for Only a Few; a Wake-up Call for Many
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.
Weighing Estate Planning Decisions on an Importance Scale
Estate planning is about decisions, not about documents, and decisions are weighted on a scale of importance in each situation..
2 Reasons Transferring Title of a Home to an Adult Child is a Bad Idea
There are two important reasons it is NOT a good idea to transfer a home into the name of an adult child for the purpose of qualifying for Medicaid….
Couples, Finances, and Estate 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.
In Selling a Business, Preparation is the Secret to Success
While we help business owners prepare for success, we must also help them be prepared for adverse circumstances j- and to think ahead to how they want to transfer their business to others someday in the future.
Conversation Across the Generations
Big conversations about money and estate planning need to take place between – and among – grandparents, parents, and children. Family conferences make settling elders’ affairs much simpler and help avoid bitter misunderstandings.
Guardianships and Guarding Health Information
A new statute in Indiana addresses the dilemma health providers face when asked to provide information about an incapacitated individual….
College Loans Remain on the Estate Planning Radar
The the Supreme Court having struck down the President’s pan to forgive student loan debt, college financing is still a very important part of legacy planning for parents and grandparents.