Perhaps you have taken on the task of assisting your aging parents.  Maybe you just entered the workforce and have just begun the planning process.  Possibly you've just started to consider saving for retirement.  Or, is retirement "just around the corner" ?  We want you to be better informed in these planning areas:  1) Estates, wills, trusts, 2) Protection Planning - Long Term Care, and 3) Retirement - how Social Security fits in to your planning.  Please take a little time to browse these articles and questions.  We work closely with professionals in each area and can assist you in narrowing in on your specific needs.  info@RashCPA.com or 260.485.6133

Estate Planning   FAQs     Estate and gift tax       How can I determine what my business is worth for estate and gift tax purposes?       How can I minimize taxes on my estate?       How will estate taxes be paid if I leave no provision in my will?       I intend to make tuition payments directly to my grandchild's college, and I know this will reduce my estate. But would it be better to contribute to a 529 plan instead?       I just made a gift. Do I have to file a gift tax return?       If I am the account owner when I die, will the value of my 529 account be included in my estate?       The death benefit from insurance on my life will be paid to an irrevocable life insurance trust (ILIT). What if those funds are needed to pay my estate taxes?       What is a family limited partnership, and will it help reduce estate taxes?       What is the applicable exclusion amount?       Will the value of my 529 account be included in my estate or my beneficiary's estate?     Estate planning basics       How often do I need to review my estate plan?       Isn't estate planning only for the rich?       What makes up my taxable estate?     Wills       Do I need an attorney to prepare my will?       What will happen if I die without a will?   Protection Planning   Articles     Long-term care insurance       Do your parents need long-term care insurance?       Understanding long-term care insurance       Understanding long-term care riders and options       Using life insurance riders to pay for long-term care       What do long-term care insurance policies cover?   Decision Tools     Long-term care insurance       Comparing long-term care insurance policies       Inflation protection options       What to avoid when buying a long-term care insurance policy   Retirement Planning   Articles     Social Security       Social Security retirement benefits       Understanding Social Security   Decision Tools     Social Security       Social Security figures at-a-glance   FAQs     Social Security       Are my Social Security benefits subject to income tax?       How can I get an estimate of my Social Security benefits?       I'm getting remarried. How will this affect my Social Security benefits?       Should I retire now at age 62 and collect Social Security benefits, or should I wait until age 65?       What happens if I start collecting Social Security after age 65?       When I retire, how much will I receive from Social Security?       Will my children receive money from Social Security when I die?   Special Situations   Decision Tools     Caring for an aging parent       Housing options for aging parents