families with stepchildren or adopted children may require special estate planning…
Estate Planning Need Not Come Adorned With a Bow
Gifting stock shares to family members may lack the panache of a luxury car adorned with a bow, but it’s a gift that can addd value to their lives long after other gifts are forgotten…..
Estate Planning With Love and Hard Assets
It’s far easier to split cash assets and investment accounts than to deal with antiques, artwork, or real estate…..t
Rebecca Geyer Featured Guest on Indiana Lawyer Podcast
As featured guest on the Indiana Lawyer podcast, Rebecca Geyer, president of the Indiana Bar Association, discusses the challenges faced by the legal profession today.
Putting Wheels on Estate Planning
Driving – and when it is time to stop driving – is an important aspect of panning for seniors.
What Grandparents Need to Know About Today’s College andscape
Grandparents can help fund grandchildren’s education while benefiting their own estate and tax planning.
Pride Month and Juneteenth Reminders of the Need for Estate Planning
Pride Month and Juneteenth are reminders of the need for thoughtful estate planning as part of acceptance and appreciation of our rights and obligations towards others.
Good for Grandparents, Soon-to-be Better for Grandkids’ Education
Law change will help grandparents help their grandchildren with college costs…
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.
Medicaid Gifts and Penalties
Medicaid is a federal/state program helping low-income seniors with limited income and assets afford healthcare and long-term care. Many seniors believe their only option to qualify for the program is to “spend down” their assets. While this is true in some cases,...