The timing of charitable gifts can make a big difference in both tax planning and gift impact.
Hoosier Estate Planner
It’s a Matter of Estate Planning Ethics
The increase in longevity has created many estate planning “dilemmas” and “ethical issues”….
Ready, Succession Plan Set, Go
Every single business will go through a transition – a sale, a transition to the next generation, or a liquidation. It’s never to soon to prepare for any of those possibilities….
A Real Life Relocation Cautionary Tale
From relocation specialist Rita Wohl comes this true life story showing how important it is for adult children and their aging parents to discuss options.
Estate Planning for Families with Adopted or Stepchildren
families with stepchildren or adopted children may require special estate planning…
Estate Planning that Means Business
With a key part of business planning being succession planning,an ESOP can provide a very viable solution for many business owners.
Social Security From an Estate Planning Point of View
Waiting until age 70 to collect Social Security is one way to leave a larger legacy for one’s heirs.i
The Living Side of the Estate Planning Process
While estate planning includes the topic of death, there is positive psychology involved and benefits for both family members and the person engaged in the process.
The Deadly Side of the Retirement and Estate Planning Process
Lifespan – and death – are, unavoidably, at the heart of every estate planning discussion….
For the Disabled – More Financial Autonomy, No Loss of Government Benefits
Arc of Indiana is our state’s leading special needs trust. Chief Officer Melissa Justice explains the workings of Arc of Indiana accounts.