The the Supreme Court having struck down the President’s pan to forgive student loan debt, college financing is still a very important part of legacy planning for parents and grandparents.
Hoosier Estate Planner
Inviting Your Estate Planning Attorney to Criticize Your Thinking
Different generations can have different approaches when it comes to estate planning, and it’s important to invite your advisors to critique your planning to be sure all aspects are covered.
Tax Law Change Forces Estate Plan “Tweaking”
Using an irrevocable trust will no long protect heirs from having to pay tax on capital gains on inherited assets…..
Healthcare – a Key Component in Estate Planning
Healthcare – for both oneself and family members – remains a key component in any estate plan.
Working to Protect, Honor, and Provide for Veterans
July is a month with several special days honoring veterans…..
The Do-It-Yourself Items on the Estate Planning Task List
There are many aspects of the estate planning prospects that can be handled only by you.
Tackling Special Caregiving Challenges
There are special caregiving challenges faced by those in the LGBTQ+ community.
Filling in the Planning Blanks With Life Insurance
Life insurance can be used to “fill in the gaps” in special needs planning, retirement planning, and business management.
Sooner-Than-Later Business Ownership Gifting
When children are in lower tax brackets than the business owner, gifting of business interests can shift income to them.
Estate Planning Inside the Sandwich
Sandwich generation issues have become an important part of estate planning.. Here is a variety of helpful suggestions….