Most people want to create an estate plan to ensure their loved ones receive assets upon their death. However, there is another type of property most people overlook when developing these estate plans. In some cases, the debt you hold will not go away after death. ...
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Estate Planning? Don’t Omit Digital Assets
Estate planning? Don’t forget those digital assets – websites, social media accounts, email accounts, and domain names.
Elder Abuse Alive in Indiana – Be Aware!
“Indiana’s senior population is large and growing, providing an increasing target for financial abusers through fraud, scams, and exploitation,” cautioned Indiana Securities Commissioner Alex Glass in a recent presentation to the Financial Planning Association of...
What About the Unattached? Estate Planning for “Moi”
If you are single and (at least for now) unattached, perhaps with no children, you might have crossed estate planning off your to-do list. As Christine Fletcher writes in Forbes, you may have been busy building your career, socking away money for retirement, and...
Beneficiary Designations Give Same-Sex Couples Control
Beneficiary designations are legally binding documents and supersede whatever is written in your will, Ohio attorney Joan Burda points out. For same-sex couples, proper estate planning and beneficiary designations are potentially more critical, she says. For all...
Real Estate’s Role in Estate Planning
Your estate includes all the property you own, including tangible personal property, intangible property (bank accounts, retirement accounts, insurance, business interest, investments, etc.), as well as real property. Because real estate is an illiquid asset, it’s...
When it Comes to Guardianships, It’s Important to Have a Clue
Guardianships are complicated and expensive, but if certain estate planning tools are not set up, there may be no other option.
For LGBTQ Couples, Trusts Might Trump Wills
For LGBTQ couples, trusts offer more flexibility and safety than wills.
BuySell Agreement – Key to Every Business Owner’s Estate Plan
Business Buy-Sell agreements are an integral part of estate planning for business owners.
Planning for the future: Advance directives
No one wants to think about the possibility of not being able to care for themselves. However, there may come a time when, due to injuries, illnesses, or simply the effects of age and time, people become unable to make decisions or specify their wishes to their health...