There’s more than one way to share a legacy. In addition to passing on assets, total estate planning includes passing on values and ideals.
Bequeathing Ideas and Values
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Hoosier Estate Planner
Bequeathing Assets and Lessons, Not Burdens, to Your Heirs
The responsibilities of settling an estate are complex and fraught with emotion. There are ways to make the process both simpler and less taxing to heirs.
The Eleventh Thing to Leave Out of Your Will
A Kiplinger article lists ten things best left out of one’s will. A very important eleventh item is digital assets.
Business Planning — Carrying On or Closing?
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.
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.
