Adding Charitable Giving Into An Estate Plan
Charitable giving comes in many forms. Some people donate annually to their favorite charities, while others may volunteer their time or professional services.
July 9, 2020
Why You Need an Advance Directive Right Now
COVID-19 is quickly becoming the leading cause of death in the United States. As of today, Indiana has over 37,000 cases of COVID-19 and over 2,100 deaths. That is why articulating your wishes regarding end-of-life health care, is more important than ever.
July 8, 2020
Plan for Your Pet During the Pandemic
Eighty-five million families in the United States own at least one pet. That’s 68% of the population. How many of those owners have a plan for what would happen to their pet, if they themselves met with a crisis, had a lengthy hospitalization, or died?
July 7, 2020
Intentionally Defective Grantor Trusts
This type of trust can be established to benefit your spouse, children, grandchildren and other descendants. However, it may be more appropriate in some situations than others. Getting to know the details of what an IDGT is and how it works can help you decide if it makes sense for you.
July 6, 2020
Using Retirement Funds in a Financial Crisis
U.S. has been making it easier for people to access long-term savings for emergencies, trading future financial security to stay afloat.
July 2, 2020
What You Need to Know about Drafting Your Will
If you pass away with no will, a state court may decide who gets your assets and — if you have children — who will care for them.
July 1, 2020
How a Charitable Remainder Trust Works
The most well-known ‘death’ tax is the Federal Estate and Gift Tax. However, the reality is that few people really have to worry about the cost of federal estate taxes.
June 30, 2020
How Can You Disinherit A Child?
Parents may delay creating an elder law estate plan, because of the in-law issue. Some parents are unfortunately estranged from an adult child, only because of the problematic son-in-law or daughter-in-law.
June 29, 2020
What Should I Keep in a Safe Deposit Box?
In today’s digital age, in which seemingly anything that matters is stored virtually in the cloud, a physical safe deposit box comes across as a relic of the bricks-and-mortar past. However, don’t be too hasty to dismiss the importance of keeping certain valuables securely tucked away in your bank’s vault.
June 26, 2020
Utilizing the SECURE and CARES Acts?
There have been several law changes that affect IRAs passed since December 2019.
June 24, 2020