Congratulations on taking the important step of setting up your estate plan. An estate plan is a vital planning tool and it should allow you to rest easy. However, having the estate plan is just the first step. In order to make your estate plan as useful and robust as...
Please enjoy this great guest post from my good friend, Russ Ford. Russ owns and operates Wayfinder Financial in Indianapolis. Wayfinder is a different kind of financial advisory firm with a different kind of fee structure. Forget suit and tie, in and out,...
If you live in Indiana, you will have a question like this on your ballot: Should Judge John Smith be retained? Yes or No. What does this mean? Why can’t you find any information about judge on the internet to make an informed decision? Sara is answering these...
What does Ruth Bader Ginsburg have to do with estate planning? Well, a lot as it turns out! Her ground-breaking work through the ACLU’s Women’s Rights Project made it possible for women to serve as personal representatives of estates. RGB represented Sally Reed in the...
You already did the hard work and got your estate planning documents in place. Excellent! Now you have to decide where to keep the documents so they are actually useful if you need them. Perhaps you received your documents via without ever getting paper records and...
