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Estate Planning

The Salvation Army offers free seminar for will and estate planning

MUNSTER | The Salvation Army of Lake County will host a Will and Estate Planning Seminar at 6:30 p.m. Tuesday at The Salvation Army, 8225 Columbia Ave. Learn how to provide and protect those you care about most at this free seminar. Gary Bonk, local estate planning attorney and Salvation Arm…

April 06, 2014 12:00 am

Serving as a trustee for someone else

Q: In regards to revocable living trusts where each spouse is the trustee for the other spouse's trust, what must be done when one spouse dies and when the second spouse dies? Is there anything of a legal nature?

March 30, 2014 12:00 am
EDITORIAL ADVISORY BOARD: Plan for your death, help your heirs

EDITORIAL ADVISORY BOARD: Plan for your death, help your heirs

Just weeks before my father died suddenly last fall, I distinctly remember Harry Vande Velde, president and CEO of the Legacy Foundation, saying, “It’s not if you die, it’s when." We should plan for that event as well as we plan for all the others in our lives.

June 16, 2013 12:00 am

How to remove a spouse's name after death

Q: My dad died several years ago. At the time, my mother didn't do anything to remove my father's name from anything. His name is still on the house, the car and several bank accounts. Mom is getting up there in age, and I think we should take care of this before she gets any older. What nee…

June 16, 2013 12:00 am

You still need a will even if you have a trust

Q: Why does a person need a will if he has created a trust?

December 30, 2012 12:00 am

Where will you make your mark?

“Community is like a ship; everyone ought to be prepared to take the helm.

September 12, 2012 12:00 am

Lack of estate planning plays out on reality TV

So I’m flipping channels on the television about a week ago. I’m not much for reality TV so it was hard to find anything I wanted to watch. I probably have five hundred channels and it seems like every one has a camera following some knucklehead around while they do something stupid.

September 09, 2012 12:00 am

Who will get my money?

Q: We recently gave a copy of your article on dying without a will to our daughter. She immediately asked, “If I die without a will, who will get my money if not my nieces, siblings and parents?” We thought you would be kind enough to expound on this for us.

August 26, 2012 12:00 am

Establishing education trusts

Q: We want to set up a trust for our grandchildren's education. To save money, is it possible to set up one trust for all of the grandchildren or do we need to set up a separate one for each of them?

June 17, 2012 12:00 am

Estate Planning and Medicaid seminar Wednesday at Valparaiso Public Library

VALPARAISO | An Estate Planning and Medicaid Seminar will be held Wednesday at 6 p.m. at the Valparaiso Public Library.

April 16, 2012 11:59 am

Vogelsang to host estate planning seminars

VALPARAISO | Vogelsang Asset Management LLC will host "Family Legacy Seminar – planning and providing for your financial legacy" on March 1, 2012 at 6:30 p.m. March 1 at Strongbow Inn, 2405 U.S. 30, in Valparaiso and at 6:30 p.m. March 6 at Pottawattomie Country Club, 1900 Springland Ave., i…

February 21, 2012 12:00 am

Blow the dust off the estate plan

Happy 2012, everyone. I can't believe 2011 is already gone. I can't  say I'm going to miss it, but it sure didn't seem to last very long.

January 01, 2012 12:00 am

Now's the time to get your house in order

"Organizing is what you do before you do something, so that when you do it, it is not all mixed up."

November 09, 2011 12:00 am

Who pays the tax?

As you all probably know by now, Indiana has an inheritance tax. The Indiana inheritance tax includes almost everything that transfers as the result of the death of an Indiana resident. Things that aren't taxed include real estate owned by an Indiana resident but located in another state and…

October 02, 2011 12:00 am

Understand what those words mean

In this column, I talk a lot about how an estate plan is more than just a will or trust. Sure, getting your stuff to your loved ones is a big part of any estate plan, but it's only one part of the plan. With that in mind, I write each week about powers of attorney and living wills. I've talk…

September 11, 2011 12:00 am

ESTATE PLANNING: Don't get stuck using labels as your estate plan

Q: I've been putting labels on my personal property with the names of the people I want to receive the item. I know this isn't the best way to do it, but will it work?

July 17, 2011 12:00 am

S'ville to host estate planning seminar July 26 at Town Hall

SCHERERVILLE | An estate planning seminar is scheduled to run from 7 to 8 p.m. July 26 in Schererville.

July 06, 2011 12:00 am

ESTATE PLANNING: Better to fund the trust

Q: Can you designate a trust beneficiary of your bank accounts, life insurance and annuities? By naming the trust beneficiary, you could avoid transferring the accounts to the trustee but still get the trustee access to the money after death.

June 05, 2011 12:00 am

ESTATE PLANNING: Estate Planning in a Digital Age Part II

Recently, I wrote a column on digital estate planning. Digital estate planning is essentially planning for all of the stuff we do online. Since so much of what we do online is stored on computers other than our own, it only make sense to have a plan in place.

May 22, 2011 12:00 am

ESTATE PLANNING: Inheritance tax can cross state lines

Q: If I have a bank account in an Illinois bank, will it still be subject to Indiana Inheritance Tax?

May 08, 2011 12:00 am
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