New and pending legislation on both a state and Federal level will potentially affect our clients – here are some of the issues under discussion….
Fiscal Issues Potentially Affecting Our Indiana Clients
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Hoosier Estate Planner
DISC-Driven Estate Planning in Indiana
Behavioral qualities make people act in a certain way, and estate planning is a particularly sensitive top, with different personality types tending to react differently.
Real Estate Ownership After the Passing of a Spouse
This week’s blog discusses the handling by a recent widow or widower of real estate properties in the estate..
When Real Estate is a Big Part of Your Estate
When real estate property is part of an inheritance, there are unique issues to anticipate when planning an estate….
Passing on Wisdom Along with Wealth
Your philosophy is an important part of your legacy; wisdom, as well as wealth, can be passed along to the next generation….
Hopeful FDA News Serves as a Planning Reality Check
Health issues are an important consideration in estate planning, as this bulletin about compassionate care shows.
Another Estate Planning Cautionary Tale in the News
Two recent articles in the news reporting family businesses that had to close for lack of a successor highlight the need for business succession planning…
In Estate and Wardrobe Planning, Only Time Takes the Guesswork Out
As is true in wardrobe planning, both taking stock and looking ahead, “swapping and adding” elements to an estate plan are needed.
Special Scenarios Demand Special Estate Planning
Nontraditional families need special estate planning strategies to ensure their wishes are fulfilled.
Is it a good idea to place my house in a trust?
Trusts are legal tools where the trustees hold and manage assets on behalf of the beneficiaries. They are commonly used in estate planning to manage and distribute assets to family members and others. They can help avoid probate, reduce estate taxes, and provide more...
