Blog Articles

Pandemic
Aid and Attendance

Why You Need an Advance Directive Right Now

COVID-19 is quickly becoming the leading cause of death in the United States. As of today, Indiana has over 37,000 cases of COVID-19 and over 2,100 deaths. That is why articulating your wishes regarding end-of-life health care, is more important than ever.

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Asset Protection
Asset Protection

How Do I Make Sure My Wife Gets the House?

I am currently married but I purchased a home from my mother before my marriage. I added my younger sister to the deed at the time of purchase, so the house would remain in the family if something happened to me. I have been paying the mortgage and bills myself for three years now. However, now that I’m married to a great woman, who would get the house when I die?

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Retirement
Estate Planning

Balancing Retirement Planning with Special Needs Planning

Having a child with special needs can come with all sorts of unique challenges from a financial and estate planning standpoint. Public benefits, for example, can play a huge role in anticipating how much money your child will need down the road in your later years, as well as when you’ve passed away.

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Inheritance
Estate Planning

Cat Is Fighting for Her Inheritance?

The fortunate cat has starred in magazine spreads, had makeup lines named in her honor and is the inspiration for the novelty novel Choupette: The Private Life of a High-Flying Fashion Cat.

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Beneficiary Designation
Beneficiary Designation

What Should I Know about Beneficiaries?

Whenever you open a financial account, you’re almost always asked to name a beneficiary. Simply stated, a beneficiary of the account is someone who is entitled to the benefits of the account, typically, on the death of the account holder. If you’ve purchased life insurance, for example, you name a beneficiary who receives the benefits of the policy when you pass.

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