Driving – and when it is time to stop driving – is an important aspect of panning for seniors.
Putting Wheels on Estate Planning
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Hoosier Estate Planner
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.
Things Might Have Been Different in Indiana
Story in the Jerusalem Report hghlights the importance of keeping one’s will updated.
SECURE 2.0 – It Could Be of Great Benefit
The newest law, SECURE 2.0 contains several boosts for higher income people.
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.
