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Estate Planning Oddities and Challenges Seminar

March 24, 2014 9:30 am – 4:30 pm Location: Capital Conference Center 201 North Illinois Street, Suite 200 Indianapolis, IN 46204 This is a basic to intermediate level seminar. It is designed for attorneys, estate and financial planners, trust officers, accounting and...

“Stuff” More Important than Money in Estate Asset Divisions

Studies show that when it comes to the division of assets after death, surviving family members are more likely to fight about personal keepsakes than about money. I always tell my clients, it’s not your millions of dollars’ worth of farm ground, your cash in the bank...