Is my inheritance subject to tax? For most of our clients, the answer to this question is generally “no.” However, it is helpful to know the...
The rules around required minimum distributions are confusing, and it’s easy to slip up. Fortunately, if you do make a mistake, there are steps you...
The Family Farm In eastern Indiana, situated along the east fork of the Whitewater River sits a farm. It is of modest size by today’s standards...
Tales of Ye Olde Blacksmith Shop, the Search for a Lost Legacy Perhaps it is now a winery or houses a craft distillery. Maybe it houses a produce...
Naming a trust as a beneficiary of your retirement plan can be a good idea in some circumstances, but it can be dangerous if you have potential...
Do I need more than a will? Many people believe that if they have a will, their estate planning is complete, but there is much more to a solid...
The use of 529 plans, named for Section 529 of the Internal Revenue Code, have been a popular way to reduce an individual’s taxable estate; save for...
Power of Attorney A durable power of attorney is one of the most important estate planning documents you can have. It allows you to appoint someone...
John and Nancy have two children, Michael and Maria. Maria is disabled and receives a number of public benefits to support her care needs. John...
Estate Planning to Protect Assets from Long Term Care Costs The tightening of public benefits eligibility rules favor those with time to plan. If...