There are some less well-known veterans’ benefits that can help both vets and their family members.
Memorial Day a Reminder of 6 Available VA Benefits
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Hoosier Estate Planner
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.
Assets Can Be “Complicated”. Charitable Gift Planning Need Not Be
Sarah Weaver of the Central Indiana Community Foundation shares insights into charitable gift planning and donor-advised funds.
ESOPs – Where Tax Planning, Retirement Planning, and Estate Planning Meet
ESOP plans are tax-deferred retirement plans that help business owners save taxes, passing along their business interests to chosen individuals.
What Does Title Insurance Have to Do With Estate Planning and Veterans?
Your title presents your rights to your property. Therefore, any transfer of property through a gift or estate planning, needs to consider title insurance.
The Three P’s and the Three Elements
Estate should be handled very much like LLCs, with two classes of owners. Three elements of any assets include control, equity, and cash flow, and not all need to be vested in the same individual.
Thinking Twice About Beneficiary Designations
It’s all too easy to make mistakes with beneficiary designations. This post offers valuable tips for making sure your intentions are carried out.
Continuing Care Part of Estate Planning Rubric
Because of the financial considerations of continuing care, planning a move even years into the future, should be part of the estate planning process early on.
For Elderly Parents, Move Management Begins With “the Talk”
Moving a parent from home into a facility is a sensitive issue, beginning with a very open family “talk”.
