Annual gifts represent a way to plan one’s estate methodically.
Annual Giving – a Methodical Approach to Estate Planning
read more
Hoosier Estate Planner
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.
Four common questions about the probate process in Indiana
Probate is a court-supervised legal process to help distribute the estate after someone passes away. It grants authority to a designated individual (usually the surviving spouse or close family member) to manage the deceased person’s assets, settle debts, and...
Asset Protection for Indiana Business Owners and Caring Parents
Asset protection trusts can be useful both for business owners and in general estate planning.
Know Your FRA, EEA, and PIA Numbers
Social Security benefits are closely tied to estate planning as well as to retirement planning.
Strategic Business Planning Requires Annual “Check-Ups”
Strategic business planning requires an annual valuation of business interests.
