Each estate planning tactic must take into consideration the needs of more than one generation.
The Chicken-or-Egg Estate and Tax Planning Conundrum
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Hoosier Estate Planner
Putting Your Affairs in Order Takes a Team
Putting your affairs in order truly requires a number of different people, from your homeowners’ insurance agent to your tax advisor, property inventory specialist, and family members.
Giving and Receiving Benefits Through a Donor-Advised Fund
Thanks to the Tax Cuts and Jobs Act of 2017, the use of donor-advised funds is soaring. These arrangements make it possible for donors to enjoy tax deductions now, but make specific distribution decisions later.
Why Your REALTOR and Estate Planning Attorney Need to Meet
Your REALTOR and estate planning attorney need to work together to sell a home after the owner has died. Seniors Real Estate Specialist Steve Rupp explains the challenges.
Planning for End-of-Life Care
Conversations about end-of-life care should not wait until someone is dying, but should begin with people in their 60s..It includes documenting your wishes and ensuring control over your assets in case of incapacity or death.
Updated Property Inventory Minimizes Many Business Risks
The complexity of maintaining a business inventory system often results in the inability to receive insurance proceeds or, in the case of the death of the owner, a proper estate inventory..
WOTC Benefits Owners and Veterans Alike
Nick Sullivan of Sulivan Business Solutions makes business owners aware of opportunities they have t reduce taxes by taking advantage of government incentive programs.
Aaliyah’s Estate Isn’t Happy – Will Yours Be?
20 years after her death at age 22, the estate of rhythm and blues singer Aaliyah Haughton was still tied up in disputes. Money and inheritances are common causes for conflicts in families, but estate planning can help maintain harmoney.
Life Insurance Can Fill a Special Need
For families with a special needs child, life insurance can be an especially effective tool for funding a trust.
How much money do you need in a special needs trust?
Determining how much money to have in a special needs trust has been one of the most challenging tasks faced by parents who have children with special needs. In essence, they need to answer the question, “How much will it cost to provide for my child years after I...
