Bad things can and do happen to even very devoted and very skilled business operators, and having contingency plans is a vital aspect of owning a business.
Good Business Owners Prepare for Bad Things to Happen
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Hoosier Estate Planner
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.
Inviting Your Estate Planning Attorney to Criticize Your Thinking
Different generations can have different approaches when it comes to estate planning, and it’s important to invite your advisors to critique your planning to be sure all aspects are covered.
Tax Law Change Forces Estate Plan “Tweaking”
Using an irrevocable trust will no long protect heirs from having to pay tax on capital gains on inherited assets…..
Healthcare – a Key Component in Estate Planning
Healthcare – for both oneself and family members – remains a key component in any estate plan.
Working to Protect, Honor, and Provide for Veterans
July is a month with several special days honoring veterans…..
The Do-It-Yourself Items on the Estate Planning Task List
There are many aspects of the estate planning prospects that can be handled only by you.
Tackling Special Caregiving Challenges
There are special caregiving challenges faced by those in the LGBTQ+ community.
