Ancestry tourism is a recent travel trend in which people explore their heritage. In leaving “heritage” memories, access to digital assets must be part of your estate plan.
Looking Back to Leave Richer Future Legacy
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Hoosier Estate Planner
Could your child benefit from a special needs trust?
Raising a child with special needs represents a particular kind of pressure. For example, if you are a parent of a child with a significant disability, you know that you need to think about their long-term care and stability in ways that you wouldn’t for a child...
“Bucketing” Your Estate Plan
Bucketing one’s estate plan means anticipating heirs’ needs at different states in their lives.
You Can’t Leave ‘Em Money; You Can Ensure Their Care
Pets cannot inherit money or assets, but owners can ensure their pets are cared for in the event of a disability or death of the owner.
For Later-Rather-Than-Sooner Divorce, New Directives Needed
When older people divorce, the entire estate plan needs to be reviewed and new documents are often mandatory.
“Trump Accounts” Provide Food for Thought for Grandparents
The availability of the new “Trump accounts” raises questions about gifts to grandchildren as part of one’s overall gift strategy and estate planning.
Gearing Up for Elder Medical Bills
It’s hard to gear up for the unpredictable, but it’s crucial to prepare for the inevitable need for medical care as we age. Navigating the Medicaid system may be part of the puzzle.
Managing an Inheritance Like a Pro Might Take a Pro
Managing an estate can be time-consuming and stressful, and often involves tax issues and the probate court.
Baby Boomers vs. Gen Xers – They Approach Estate Planning Differently
Precisely because there are differences in the way Baby Boomers and GenX-ers approach estate planning, it is important to initiate a conversation to share intentions and ideas…
Weaving Required Minimum Distribution Strategy Into Your Estate Plan
Required Minimum Distributions from IRAs and 401Ks have both tax and estate planning ramifications. Several tactics meant for tax planning can relate directly to one’s estate plan.
