Lifespan – and death – are, unavoidably, at the heart of every estate planning discussion….
The Deadly Side of the Retirement and Estate Planning Process
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Hoosier Estate Planner
For the Disabled – More Financial Autonomy, No Loss of Government Benefits
Arc of Indiana is our state’s leading special needs trust. Chief Officer Melissa Justice explains the workings of Arc of Indiana accounts.
Government Here to Help Business Owners Help Themselves – Really!
We want to help our business clients understand the Employee retention credits available as part of the CARES Act.
Estate Planning Need Not Come Adorned With a Bow
Gifting stock shares to family members may lack the panache of a luxury car adorned with a bow, but it’s a gift that can addd value to their lives long after other gifts are forgotten…..
Estate Planning With Love and Hard Assets
It’s far easier to split cash assets and investment accounts than to deal with antiques, artwork, or real estate…..t
When should you challenge a will?
When a loved one dies, especially a parent, it takes time to grieve and process emotions, so that you can find closure and learn to move on in life without your beloved family member. Certain issues may arise that disrupt the grieving process and may even cause...
Rebecca Geyer Featured Guest on Indiana Lawyer Podcast
As featured guest on the Indiana Lawyer podcast, Rebecca Geyer, president of the Indiana Bar Association, discusses the challenges faced by the legal profession today.
SECURE 2.0 Helps Those Who Help Themselves – and their Employees
SECURE 2.0 legislation offers many opportunities for employers to offer retirement planning benefits to employees and also benefit their own bottom line….
Putting Wheels on Estate Planning
Driving – and when it is time to stop driving – is an important aspect of panning for seniors.
Tell ‘Em in Writing What You Told ‘Em
A letter of instruction to family members lets them know your preferences for how you want funeral arrangements handled.
