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Estate Planning 101 Protecting Your Family

Estate Planning 101 Protecting Your Family

Estate Planning 101 Protecting Your Family When it comes to planning for the future, one of the most important steps you can take is creating a comprehensive estate plan. Estate planning not only ensures the financial security of your loved ones but also provides...

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Do You Need a Prenuptial Agreement?

Do You Need a Prenuptial Agreement?

Let’s say you decide to pop the big question, and your partner says, “YES!” First, breathe a sigh of relief and enjoy the moment. Make sure you embrace the feeling before you dive into all the planning to come: the guest list, the invitations, the reception, the band,...

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Yes, Even Millennials Should Have an Estate Plan

Yes, Even Millennials Should Have an Estate Plan

Many people think estate planning is only for elderly people. The truth is that younger couples, including millennials, can benefit from having an estate plan of their own. Millennials are generally defined as individuals born between 1981 and 1996. This means many of...

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Should Your Beneficiary Serve as Your Executor or Trustee?

Should Your Beneficiary Serve as Your Executor or Trustee?

For most people, choosing an executor or trustee means choosing someone close to them – a family member or a friend. However, this often means their executor or trustee is also a beneficiary. But will choosing a beneficiary create a conflict of interest? The short...

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How to Avoid Challenges in Your Will or Trust

How to Avoid Challenges in Your Will or Trust

You may have taken the time to create well structured wills and trusts, but what about disputes amongst beneficiaries? These can result in bitter family relations, costly court proceedings and financial devastation. There are a few common challenges which may present...

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Myths and Misconceptions about Retirement Planning

Myths and Misconceptions about Retirement Planning

Many studies show that Americans’ greatest fear regarding retirement is running out of money. Even so, myths and misinformation abound about retirement planning, Social Security, the cost of medical care, and more. Let’s explore the reality behind some of the most...

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How to Get the Most out of Retirement in Indiana

How to Get the Most out of Retirement in Indiana

While there may have been a time when people looked to their employers and Social Security to finance their retirement, those days are long gone. Today, a comfortable retirement (not to mention providing for your loved ones and ensuring your legacy) requires an...

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