The newest law, SECURE 2.0 contains several boosts for higher income people.
SECURE 2.0 – It Could Be of Great Benefit
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Hoosier Estate Planner
Heirs Who Just Say No, Thank You
When used appropriately, disclaimers can be a big help in saving taxes for heirs.
Reverse Mortgage Can Be an Important Element in an Estate Plan
Seniors can use reverse mortgages to avoid draining their retirement portfolios when the market is down, and also to relocate to be nearer their children.
Second-to-Die Insurance Solves Several Estate Planning Problems
Second-to-die insurance solves a number of estate planning problems for couples, preserving assets and assisting in business transfers.n
Plan to Start the Year With an Updated Estate Plan
Updating your estate plan should be one of your New Year’s resolutions – here’s why….
Why Social Security Decisions Are Part of Estate Planning
Social Security decisions and estate planning are interwoven, with the goal of clients providing for themselves, their family members, and the charities of their choice.
Estate Planning Attorney Advises What and What Not to Say to Grievers
Comforting ciients who’ve lost a loved one is challenging, but it is important to help others cope with grief.
Year-End Tax Planning and Charitable Estate Planning Go Hand in Hand
Many year-end tax planning decisions impact and are impacted by your estate plan.
What Grandparents Need to Know About Today’s College andscape
Grandparents can help fund grandchildren’s education while benefiting their own estate and tax planning.
World Kindness Day – a Reminder of the Kindest Thing of All
World Kindness Day reminds us that having an estate plan is one of the greatest kindnesses you can perform for loved ones.
