I often meet with clients who have been told by friends, relatives, sometimes even financial advisors or medical professionals, that it is too late to protect assets if there was no plan already in place prior to a nursing home admission.… Read More »
Category: Planning
Consider an “Ethical Will”
As part of my estate planning process with clients, especially after the holidays and spending time with family and other loved ones, I discuss considering talking to your loved ones about topics that are important to you… Read More »
Best Year-End Planning Checklist
The holiday season is the best time of the year to enjoy and spend time with friends and family, and to reflect on the past events of the year, as well as to plan for the future. There are many issues to consider.… Read More »
Pet Trusts in Indiana
Pets are becoming more of a part of people’s lives than ever before. Whether it is a young person, couple, or someone whose children no longer depend on them, pets are still dependent daily on their owners for their care and comfort.… Read More »
How do I appoint a Healthcare Representative?
A healthcare representative is a person you name in advance to make your decisions relating to your healthcare and if verbiage is included, also make mental health decisions. … Read More »