The closing of a long-time business in Indiana serves as a stark reminder of the importance of business succession planning for both disability and death.
Business Planning — Carrying On or Closing?
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Hoosier Estate Planner
Donor-Advised Funds — Oh, Yes, They Are for You and me
A recent New York Times article referred to Donor Advised Funds as being a ploy for the rich to use to evade tax. The truth is the opposite – donor advised funds are a very good charitable giving vehicle for all donors.
Beneficial Ownership Reports Back on Business Owners’ To-Do-Now List
Business owners need to file the Beneficial Ownership Report this month.
In With the Old
There have been many changes in estate planning law, in technology, and in the law. Some principles of estate planning, though, never change.
In This Season of Giving, Consider a Special Gift That Continues to Give
As Rubin Law of Chicago points out, "Public benefits such as Social Security, Medicaid, and more may be crucial sources of financial support for your child throughout life, and the loss of those benefits could be catastrophic. A special needs trust has the advantage...
Better Now Than Never When It Comes to Sharing Your estate Plan
Sharing your estate plan with your heirs BEFORE you die will help avoid misunderstandings and resentment among heirs later.
Seniors Need to be Smart About Scams
Alert to seniors, who increasingly are victims of scams.
What We Can Know Can Help Us –Longevity-Based Estate Planning
Your potential lifespan is an important part of estate and gift planning, and with today’s improved technology, it is possible to make more accurate predictions of one’s lifespan.
“Tis the Season to be Charitable – and to Earn Indiana Tax Credits
Charitable planning has always been an important aspect of estate planning and tax planning. Now a new Indiana tax credit has gone into effect..
Important Benefit for the Children of Veterans
Indiana has a special benefit for children of veterans, in the form f a tuition exemption for college.
