While many designate their oldest child as exeucutor, trustee, or Power of Attorney, it is better to select agents in accordance with their expertise and ability to manage those duties.
Hoosier Estate Planner
Six Social Security Changes Taking Effect on January 1, 2021
The Social Security Administration (SSA) publishes upcoming changes to its social security program every October that take effect on January 1 of the next year. These changes can make a difference in how you plan for or live during your retirement years.
IRA Ins and Outs under CARES and SECURE
There are opportunities to use IRA accounts in estate and tax planning because of the two latest pieces of legislation called CARES and SECURE.
Finding the financial resources to pay for long-term care
Your father has suffered from dementia for the past three years, and your mother has been his main caregiver, along with some help from you and a few other family members. But the burden has primarily fallen on your mother’s shoulders, and it has become too much for...
Estate Planning is a Way of Saying Thank You
Estate planning is a way to say thank you to those who’ve supported you and thos whom you wish to support.
In Estate Planning, Don’t Forget the Who and the What of Home Sweet Home
The built-up equity in your home is an important factor in both retirement and estate planning. Do you envision your heirs wanting to someday occupy that home? If so, learn ways to use your home equity now to help in your own retirement planning, still preserving the home for heirs.
Coordinating Your Seasonal “Outfit” with Estate and Tax Planning
As the calendar year draws to a cose, it’s time to coordinate your tax and estate planning.
Estate Planning for Millennials
Millennials are receptive to a different set of recommendations when it comes to estate planning, and they have particular vulnerabilities and needs.
Gifts of Education After-the-Fact
With student loan debt being so high, grandparents often incorporate college planning into their own estate and tax planning. But what if the debtors are your children, not grandchildren? What are some of the best ways to help adult children with college debt?
Six Key Considerations to Think Through Before Retiring
It isn’t always easy to transition to retirement life. Think carefully through the issues that will be most important to your success and well being BEFORE you retire.
