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High net worth individuals in Indiana need to think carefully about estate planning. Part of that means determining who their beneficiaries should be and what they should get from the estate. This can become much more complicated when someone in the family is...
Planning their estates is one of the most crucial steps any adult in Indiana can take for their loved ones. It may sound like a complicated process, but in actuality, estate planning is a great way for a person to simplify things for his or her loved ones after...
When it comes to estate planning, many people in Indiana and throughout the country believe that they don't have to worry about it until they're older. Estate planning helps people make plans for their money and their assets when they pass away. People assume they...
Many people hesitate when it comes to estate planning. The subject of their own death is exceedingly difficult for many to confront. However, everyone should get his or her affairs in order, and this is especially true for business owners. Keep reading to learn about...
Most people have at least a basic understanding of beneficiary designations as they are associated with individual retirement accounts, life insurance policies and 401(k)s, for example. Many investment accounts require that the account holder designate a beneficiary...
Estate executors in Indiana and other states are responsible for completing a variety of tasks. These tasks can include informing heirs about a family member's death, filing tax returns or closing a deceased person's credit card accounts. In most cases, the first...
One of the primary benefits of a revocable living trust is that a grantor can make changes to it whenever he or she wants. In some cases, it may be easier to change a trust than it is to change a will. In addition to the ability to change the document, Indiana...
Some people in Indiana might not have created an estate plan even if they have substantial assets. It is not uncommon for people to procrastinate creating an estate plan, but this can mean that the person's assets do not go to the people intended. First, people should...
If you have a 401(k), IRA or other type of retirement or financial account, it may be possible to attach a beneficiary designation to it. This allows family members or others in Indiana to inherit any money that was in those accounts when you pass. However, it is...
With the seemingly endless in-fighting among members of Congress making the headlines recently, you may have missed the news of a law intended to provide some long-overdue savings and retirement reforms that passed late last year. The Setting Every Community Up for...