Digital assets, including both devices and accounts, must be considered in estate planning.
At Estate Planning Sessions, Each of Your Digital Devices Deserves a Seat
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Estate Planning
18 — the Age That Makes the Big Estate Planning Difference
In Indiana, age 18 is the age of majority. Before children go off to college, there are four important documents they should sign.
Medicare and Estate Planning — The More Things Change, the More They Don’t Stay the Same
The Big Beautiful Bill has enormous impact on planning for seniors’ healthcare needs.
Remembering Robert Redford – Lessons in Legacy
Write-ups about Robert Redford’s death emphasize that he not only achieved fame, but also wanted to leave a legacy for the benefit of the motion picture industry.
Estate Planning for Those Aging on Their Own in Indiana
There is a rising number of adults aging without the traditional support of a partner, spouse, or children living nearby.
Another Look at “Bucketing” Your Estate Plan
“Bucketing” is a way to give form and function to estate planning, anticipating not only your own future needs, but those of your beneficiaries at different stages of their lives.
The 25-or-Thrive Parent Retirement-Planning Challenge
When adult children become dependent on their parents for financial support, parents’ estate planning needs to be adjusted to those realities.
“Bucketing” Your Estate Plan
Bucketing one’s estate plan means anticipating heirs’ needs at different states in their lives.
“Trump Accounts” Provide Food for Thought for Grandparents
The availability of the new “Trump accounts” raises questions about gifts to grandchildren as part of one’s overall gift strategy and estate planning.
Managing an Inheritance Like a Pro Might Take a Pro
Managing an estate can be time-consuming and stressful, and often involves tax issues and the probate court.
