Many year-end tax planning decisions impact and are impacted by your estate plan.
Year-End Tax Planning and Charitable Estate Planning Go Hand in Hand
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Hoosier Estate Planner
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.
Keep 3 things in mind when choosing a business entity
You may have dreamed of starting your own company for years before you were able to start making that dream a reality. From time to time, you may have thought about numerous things, such as whether you would have a brick-and-mortar establishment, what products or...
In Healthcare Planning, the Right Choices Save Time and Prevent Tears
Healthcare is one of the biggest expenses to plan for in retirement, and choosing the right Medicare plan is of the utmost importance.
When Is It a Good Idea for a Trust to Own Your Home?
It’s important to plan specifically for what will happen to your home after you die.
Selling a Business Has to Work on All Fronts
Selling a business involves many considerations, including doing the right thing for employees, partners, and family members.
Savvy Business Owners Think About the Unthinkable
Business owners need to anticipate future contingencies and insure against risks in order to protect both family members and co workers.
Special Planning for Families with a Special Needs Adult Child
Five important elements of estate planning are presented for families with a special needs adult child….
Your Own or Your Children’s, Divorce Can Do a Number on an Estate Plan
Divorce definitely impacts many aspects of your estate plan, whether it’s your own or that of an adult child. Here are some precautionary measures to include in your estate plan…
