Healthcare – for both oneself and family members – remains a key component in any estate plan.
Healthcare – a Key Component in Estate Planning
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Hoosier Estate Planner
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.
Filling in the Planning Blanks With Life Insurance
Life insurance can be used to “fill in the gaps” in special needs planning, retirement planning, and business management.
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”….
