According to a recent survey, 64% of Americans don’t have a will. Most of them don’t have one because they just haven’t gotten around to...

Kiplinger’s recent article, “Rolling over Retirement Savings to a Health Savings Account,” advises that you can make a tax-free rollover...

The percentage of unmarried couples living together has increased from a bit more than 1% of all couples in 1960 to about 12% today....

Analyze your tax refund as a hierarchy of needs. Take a look at your circumstances and see if there are any gaps that need correcting....

When do you want to pay taxes? True, no one really wants to pay taxes; however, when you are saving for retirement, you get to make a...

The Business Journal reports in “Taxes done? Not so fast… Here are 3 things to think about” that there are several things to think about...

IRAs and see-through trust status. How the trust will get taxed as an IRA beneficiary is the big issue in the set-up. Usually, trusts...

The Huffington Post’s “5 Questions to Ask When Inheriting a House” talks about how to handle an inherited house. Once the basics are...

Here are six tax planning considerations of interest to those over age 50 from Next Avenue’s recent post, “2016 Tax Planning Ideas for...

Baby Boomers need to adjust how they think, especially about the thought of slacker Millennials living with their parents, depleting the...

If you have investment property, remember that it’s not easy to divide a building. Your heirs might not agree about how the property...

Some of the benefits of a 529 savings plan are that you can use the annual exclusion gift, now set at $14,000 per year per person. If you...

The County Treasurer Kurt Prenzler said he was ordered by the probate court to pay the heirs in Mary Petroff’s $1.36 million estate. Four...

This is a very important step in estate planning because at your death, certain assets pass to beneficiaries named on your accounts. It...

The Indiana Lawyer recently published “Do-it-yourself dangers” that explains how do-it-yourself estate planning oftentimes creates more...

Thinking about your estate plan can be grim. None of us likes to contemplate how things will be after we pass away. However, the Des...

According to a recent article from The Motley Fool entitled “Planning for Retirement When You’re Single,” singles need to have more...

Some of the benefits of a 529 savings plan are that you can use the annual exclusion gift, now set at $14,000 per year per person. If you...

Print this and post it in a good spot, or add these dates to your online calendar with reminders. January 1 (or thereabouts): This is a...

The beginning of the year is a great time to set financial goals, take stock and make adjustments. Financial planning issues, however,...