Under Indiana law, adopted children are entitled to the same rights as biological children. Here are some reminders of estate planning details for adopted and stepchildren.
Estate Planning to Provide for Adopted Children
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Hoosier Estate Planner
How–Important-is-it-to-You Estate Planning
Each estate planning client has certain things that are high on their priority list than it might be for other clients. Before executing any documents, it’s important to decide priorities based on your own unique set of circumstances.
Positive Change in Indiana “RAP”
There has been an important change in the Rule Against Perpetuities in Indiana
Paying Rent to Your Own Beneficiaries – On Purpose
Qualified personal residence trusts help reduce estate tax.
Annual Giving – a Methodical Approach to Estate Planning
Annual gifts represent a way to plan one’s estate methodically.
Inter-generational Estate Planning Thought Partnerships
Passing wealth from generation to generation can be “carrot-and-stick” – based, but it is far more effective to have open conversations about the responsibilities and challenges that accompany wealth.
For Business Owners, Estate Planning Becomes Shades More Complex
Business owners have a longer and more complex decision-making process ahead of them in terms of estate planning.
Your Named IRA Beneficiary May Need an Instruction Manual
Non spouse beneficiaries of IRA accounts , who can no longer stretch their distributions over their lifetimes, still need to obey RMD rules.
Standing on Safe Ground for Business and Estate Planning
Because real estate is not a liquid asset, it’s important to plan how its value wil be divided among heirs. Also important, especially for business owners, is to avoid liability that can result from owning contaminated property.
Tending to the Human Side of Business Planning
As we help set Indiana business owners up for success, we remind them of the importance of good human resource planning.
