My asset protection team and I often meet with clients who have a spouse or parent who requires at-home caregiving services, or who resides in a skilled care nursing facility or assisted living facility.… Read More »
People of all ages are living together and not getting formally married; many times because of 2nd or subsequent marriages with children from previous relationships. Most people think Indiana allows common law marriages, when a couple who has lived together a… Read More »
When I meet with clients for their estate planning, I always ask about their assets-real estate, tangible items, vehicles, boats, retirement accounts, bank accounts, collectibles, etc; but now, I routinely ask do you own any Cryptocurrency?… Read More »
When I meet clients and gather all the information regarding their health, assets, income, and family dynamics; one question I always ask is about the current and anticipated health of their future heirs of their estate.… Read More »
