Life insurance can be used to “fill in the gaps” in special needs planning, retirement planning, and business management.
Filling in the Planning Blanks With Life Insurance
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Hoosier Estate Planner
Sooner-Than-Later Business Ownership Gifting
When children are in lower tax brackets than the business owner, gifting of business interests can shift income to them.
Estate Planning Inside the Sandwich
Sandwich generation issues have become an important part of estate planning.. Here is a variety of helpful suggestions….
Things to keep in mind when choosing a guardian
As an Indiana parent who wants the best for your children, you no doubt often think ahead to their future. Like many parents, you might also consider who would take care of your kids if both their parents were to die or become incapacitated. As part of the estate...
For All Concerned Consider Giving to Charity Sooner Than Later
The timing of charitable gifts can make a big difference in both tax planning and gift impact.
It’s a Matter of Estate Planning Ethics
The increase in longevity has created many estate planning “dilemmas” and “ethical issues”….
Ready, Succession Plan Set, Go
Every single business will go through a transition – a sale, a transition to the next generation, or a liquidation. It’s never to soon to prepare for any of those possibilities….
A Real Life Relocation Cautionary Tale
From relocation specialist Rita Wohl comes this true life story showing how important it is for adult children and their aging parents to discuss options.
Estate Planning for Families with Adopted or Stepchildren
families with stepchildren or adopted children may require special estate planning…
Estate Planning that Means Business
With a key part of business planning being succession planning,an ESOP can provide a very viable solution for many business owners.
