One of the most important aspects of estate planning is gifting assets. Not only must... [Read more...]
Do I Need a Will If I Have a Trust?
When creating an estate plan, it is common to utilize a trust to distribute assets... [Read more...]
October Celebrations: National Estate Planning Awareness Week
National Estate Planning Awareness Week (NEPAW) is an annual event that takes place every October,... [Read more...]
Should I Use a Trust or a UGMA/UTMA Account to Protect Assets Intended for My Minor Child?
A Uniform Gifts to Minors Act (UGMA) or Uniform Transfers to Minors Act (UTMA) account... [Read more...]
How to Update Your Estate Plan When You Get Divorced
Divorce is a significant life event that has emotional, financial and practical repercussions for everyone... [Read more...]
Appointing Yourself as Trustee: When It Makes Sense and When It Doesn’t
As you develop your comprehensive estate plan, one of the key elements to consider is... [Read more...]
Estate Planning for Married Couples: Joint or Separate Plans?
Every adult can benefit from having an estate plan in place. When you get married,... [Read more...]
What Indiana Seniors Need to Know about Medicare and Medicaid
People frequently operate under the misconception that Medicare and Medicaid are the same program. Although... [Read more...]
7 Reasons to Create an Estate Plan
Creating a comprehensive estate plan is one of the most important steps you can take... [Read more...]
How to Choose the Right Guardian for Your Minor Children
Choosing the right guardian for your minor children in your Last Will and Testament is... [Read more...]
Understanding the Older Demographic in the United States
The rapid growth of America’s aging population is reshaping the country, making it essential to... [Read more...]
Is an Irrevocable Living Trust Right for My Estate Plan?
An irrevocable living trust can be a powerful tool within your estate plan. Like most... [Read more...]
