Three true tales illustrate the important of followup and communication when it comes to helping estate planning documents do their work when the time comes….
Without Follow through and Communication, Estate Plans Fail
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Hoosier Estate Planner
The Two Reasons Many Estate Plans Fail
The two main reasons estate plans fail are lack of follow through and lack of communication…
Estate Planning in Threes, Fours, and Fives
Estate planning considers three things – heirs’ needs, your own situation, and taxes. There are also 4 components and five advisors who need to be involved.
Pride Month and Juneteenth Reminders of the Need for Estate Planning
Pride Month and Juneteenth are reminders of the need for thoughtful estate planning as part of acceptance and appreciation of our rights and obligations towards others.
Will You Plan to Transfer the Business Itself, or Only its Value?
There are two elements inherent in any for-profit enterprise – control and value. Estate planning for business owners involves deciding what combination of the two is most appropriate.
Good for Grandparents, Soon-to-be Better for Grandkids’ Education
Law change will help grandparents help their grandchildren with college costs…
Sole proprietorship, partnerships and LLCs
Perhaps you’ve been dreaming for years about starting your own business in Indiana and finally feel ready to take some tangible steps toward your goal. The startup phase of a business can be both exciting yet challenging. There are many issues you must resolve before...
Memorial Day a Reminder of 6 Available VA Benefits
There are some less well-known veterans’ benefits that can help both vets and their family members.
Taking Advantage of the Time In-Between
The SECURE Act has deferred the time when mandatory withdrawals must be taken from IRA accounts. Still, Qualified Charitable Distributions may be made beginning with the account holder’s age 70 1/2.
A Cautionary Estate Planning Tale from Dubai
A news story about a Dubai billionaire’s death highlights the need for careful estate planning and business succession planning.
