What do you want to be remembered for? Your eulogy helps answer this question for your survivors
Should Writing Your Own Eulogy Be part of Your Estate Planning?
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Hoosier Estate Planner
IRS Long-Term Care Premium Deductibility Limits for 2021
The Internal Revenue Service (IRS) has announced the amount taxpayers can deduct from their 2021 income as a result of buying long-term care insurance. Premiums for "qualified" long-term care insurance policies (see explanation below) are tax deductible to the extent...
Need-to-Knows for U.S. Veterans and Their Survivors
Veterans have many choices to sort through and many decisions to make on behalf of themselves, their spouses and children. Decisions must be made about life insurance, retirement benefits, and investments.
Finding a Continuing Care Retirement Community
Continuing care retirement communities (CCRC) are gaining in popularity across the United States. Sometimes referred to as life plan communities, the goal is to provide a long-term care option for older residents. These residents prefer to live in the same community,...
Making Room for Pets in Your Budget – and in Your Estate Plan
After a $50,000 car accident, he realized that the $2,000 auto insurance premium he’d been complaining about had been a real bargain, Sarah Healy’s client Tim confessed. The client wondered whether insurance could extend to something about which he cared even more...
How to determine the right business partner
You are ready to launch your own business. After some serious thought, research and relationship building, you decide to take a calculated plunge into forming, guiding and growing your company. Entrepreneurs typically are comfortable with higher levels of risk because...
Why Your Property-Casualty Insurance Agent and Estate Planning Lawyer Need to Meet
You may never of thought of auto insurance as part of your estate plan, but you ought to…
Who Should Purchase Long-Term Care Insurance?
Buying long-term care insurance is one way to protect against the high cost of long-term care. However, this type of insurance may not be for everyone, so consider all your options. Long-term care – care in a nursing home or at home -- may be paid for in four main...
Divorce Dictates Diligence in Updating Estate Plans
Divorce has a way of outdating even the best of estate planning documents. In fact, Kaitlin Pitsker observes in Kiplinger.com, outdated documents, beneficiary blunders and other estate-planning mistakes can tie your assets up in court for years, allowing taxes and...
Larry King’s Estate Plan Calls Attention to the Importance of Wills
Larry King’s holographic will serves as a reminder of the importance of periodically reviewing one’s estate plan, adapting to changed circumstances..
