According to the Centers for Disease Control and Prevention (CDC) more than 7 million American [...]
Many states allow for a couple to legally separate instead of filing directly for a [...]
“I need to amend my irrevocable trust,” John said. “You can’t amend something that’s irrevocable,” [...]
In the 1970s my grandparents owned a men’s clothing store located in Indianapolis’ Westlane Shopping [...]
When choosing how to approach your estate plan, it’s important to realize that the different [...]
In many ways your estate plan intersects with a variety of disciplines. Legal and tax [...]
Robert created a trust that first distributed the first $2 million to his wife, Linda [...]
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I recently watched a television interview of Bruce Springsteen, a favorite of mine. He released [...]
What many clients don’t realize is that they may lose their trusted financial advisor when [...]
