Explore how you can optimize your Investment Management Account (IMA) by setting objectives and navigating risk.
Trust Resources & Articles
Take important steps to secure your family's financial future and peace of mind.
Before meeting with a trust and estates attorney to finalize your plan, take some time to view and read through these resources that explain your options.
Business succession planning ensures a smooth transition of ownership, management, and assets to the next generation or designated beneficiary.
Investing in Exchange Traded Funds (ETFs) is an increasingly popular strategy. Their inherent tax efficiency can lead to significant savings in your investment portfolio.
For the quarter ending June 30, 2024, the narrative surrounding the U.S. economy appears to be transitioning from one of resilience and more into strength.
The State of Indiana decides how your estate will be distributed if you don't provide a clearly defined procedure through a will or trust. These are Indiana's inheritance procedures based on your marital status, and whether you have surviving children parent, or siblings.
FOR A MARRIED PERSON | DISTRIBUTION OF ESTATE |
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...with one or more living child and/or issue of deceased child (e.g., wife dies and is survived by husband and child of deceased son) OR |
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....with no surviving issue (e.g., child) but with living parents OR |
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...with no surviving issue or parents OR |
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...with a second or subsequent spouse, and with surviving child/ children of deceased child/children (e.g., husband dies and is survived by second wife and child from first marriage) OR |
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...with none of the above |
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FOR AN UNMARRIED PERSON | DISTRIBUTION OF ESTATE |
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...with child/children or issue of deceased child/children OR |
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...without surviving children |
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...and with no parents or siblings |
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...and with no nieces or nephews |
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...and with no grandparents OR |
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...with none of the above |
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Savings Options
Start putting aside money for a fun vacation, a holiday celebration or anything else that grabs your imagination.