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...
This post is part 3 in our series about a 2020 Caring.com survey, which found that two-thirds of Americans do not have an estate plan. When asked why, 30% of respondents stated that they did not have an estate plan because they didn’t have “enough assets to leave...
Sara recently spoke to CBS4 reporter Jill Glaven about estate planning during the COVID-19 pandemic. In the interview, Jill and Sara talk about why you should have an estate plan and how it can help if you get sick. They also talk about the recent estate planning...
