Tuesday, June 26, 2018

The Perils of Joint Property

People often set up bank accounts or real estate so that they own it jointly with a spouse or other family member. The appeal of joint tenancy is that when one owner dies, the other will automatically inherit the property without it having to go through probate. Joint property is all perceived to be easy to setup since it can be done at the bank when opening an account or title company when buying real estate.
Read more . . .

Tuesday, June 20, 2017

A Powerful Exercise to Surface the Values You Want to Pass on to the Next Generation

Successful estate planning is about far more than simply passing your wealth to the next generation— it’s also about passing on your values. No matter which financial or legal structures you choose to contain and manage your assets, these instruments only preserve your wealth until it reaches the hands of your beneficiaries. What happens then? Your values enabled you to accumulate wealth and persevere in spite of obstacles and long odds. If your children and grandchildren don’t share and cherish those values, they could lose their inheritance as quickly as they received it.

Read more . . .

Tuesday, May 23, 2017

‘Till Death Do Us Part, Too: Estate Planning Tips for Commitment Without Marriage

Advice columnist Ann Landers once observed that “love is friendship that has caught fire.” If that’s true, there are thousands of ways for that blaze to unfold. For many Americans, such devotion and passion do not need to be neatly formalized as marriage.

In fact, our cultural norms are shifting, and quickly. Consider the following:

Read more . . .

Friday, January 27, 2017

Our Web Site Selected as 1 of the 50 Best Law Firm Websites

Recently I became aware that our website was included on the list of 50 of the Best Law Firm Website Designs as selected by InBound Law Marketing. Although this list was compiled in 2016 I just recently became aware of it. I certainly think our recently redesigned website is one of the better ones out there and it is nice to know that others do as well, especially a company in the business of website marketing.

Read more . . .

Wednesday, June 15, 2016

Bloomington’s Favorite Law Office

The Like Law Group was recently voted Bloomington’s Favorite Law Office by the readers of the Herald-Times newspaper. From all of us at the office we are honored that so many of our clients as well as other professional advisors took the time to vote. We will continue to strive to be worthy of your future votes as well. Thank you!  A link to the entire Readers’ Choice Awards can be found here:

 2016 Readers Choice Awards

Read more . . .

Saturday, February 25, 2012

IU Continuing Studies Class

I just wrapped up teaching a 3-part IU Continuing Studies Class on estate and financial planning.  Tony Stonger, a loca financial advisor, was a co-instructor with me.  We had a group of about 30 students and it was a great opportunity to help educate people about the importance of proper plannig. The attendees were a great group of people and were very engaged in the class. There were many positive comments about the value of this class and it will help them as they begin the serious work of planning their affairs.  It is likely that Tony and I will teach this same class again in the fall of 2012.  If you are interested in attending feel free to contact me or check out the IU continuing studies courses for this fall.

Thursday, September 15, 2011

IU Continuing Studies Class

I will be teaching a class, along with local financial advisor, Tony Stonger, on financial and estate planning.  This course is being offered through the Indiana University Continuing Studies program and it will meet for three (3) consecutive Saturdays beginning October 1, 2011. The dates are October 1, 2011, October 8, 2011 and October 15, 2011.  The class will meet from 9 a.m. to noon each of those Saturdays.  Tony and I will cover various financial and estate planning topics including critical steps in preparing for retirement, including the key features of bonds, stocks, mutual funds, and asset allocation, and how to reduce taxes on your investments. We will discuss the use of insurance in helping protect against unexpected life events. I will be addressing various estate planning issues including the top 10 mistakes people make in estate planning, and how to avoid them; the truth about probate; how to reduce the death taxes your family will pay; long-term care estate planning; and how to protect your beneficiaries' inheritance. We have taught this class a few times before and it has always been enjoyable and the particpants came away with a much better understanding of the plannig they needed to undertake for themselves.  For more information and to enroll please click on the following link:


Friday, October 1, 2010

Indiana Continuing Studies Course

I am currently teaching an adult continuing studies course through Indiana University.  I am co-teaching it with a local finacial advisor.  This course is covering the basics of investing and retirement planning as well as the basics of estate planning.  There is a group of about 28 individuals taking the class and it has been a joy to teach.

Teaching this course helps me realize how many misconeptions people have about estate planning and financial matters.  Several class attendees have talked to me after the class, or have asked questions during the class, which make it clear there is a lack of education out there about proper estate and financial planning.  Hopefully this course will prompt the attendees to get their affairs in order and to avoid problems should a crisis occur.

I have also tried to emphasize the importance of considering estate planning a lifetime process.  It is not a one-time event which is then put on a shelf and forgotten.  Rather, they must make sure to review their planning every few years with their advisors to make certain it is still up to date with their needs and circumstances.

If you are interested in attending future offerings of this IU Continuing Studies course it appears it will be offered by IU again in the Spring of 2011.  Contact us or Indiana University's Continuing Studies office for more information.

Archived Posts


© 2019 Like Law Group | Disclaimer
1211 N. College Ave., Bloomington, IN 47404
| Phone: 812-323-8300

Overview | Estate Planning | Charitable Planning | Elder Law & Long Term Care Planning | Medicaid Planning & Qualification | Veteran's Benefits (VA) Planning | Special Needs Planning | Probate & Trust Administration | Retirement Benefits Planning | Business Formation | Business Planning & Business Contracts | | About Us | News & Articles

Law Firm Website Design
Zola Creative