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Contingency Planning

A smartphone wrapped in thick metal chains secured with a brass padlock, symbolizing restricted cell phone access or data protection. The phone is placed on a white background.

What happens to your cell phone if something happens to you?

Imagine losing your cellphone. In an instant, contact information for everyone you know is gone. Thousands of pictures and other important information are locked away in thin air. Multi-factor authentication no longer works on many of your important accounts because you don’t have the phone that can receive the text/email/pin. If you are lucky, you have a backup plan that puts you back in operation in a day or two. What if a person dies

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A person with short curly hair smiles warmly at the camera. Text on the image reads "The Owner's Corner, EP 16, Melissa Wolf," discussing everything from business insights to legal trusts.

Navigating the Maze of Charitable Giving and Trusts with Melissa Wolf

Melissa Wolf, CPA joined Baden Gage & Schroeder, LLC in 2012 with over seven years of tax experience specializing in gift, trust and estate planning. She directs tax engagements for clients with personal income, fiduciary income and gift tax service needs. Melissa has extensive experience in assisting clients with the formulation of retirement and estate plans. Melissa joins me for a powerful conversation spanning various topics, from Melissa’s diverse journey to becoming a CPA, to

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Podcast cover for "EmpowHer: Financial Prowess for Women" by SYM Financial Advisors. Text reads: "Hosted by Michelle Hipskind, CFP. EP1 Heidi Adair discussing probate problems." Featuring an image of a smiling woman with shoulder-length hair.

Navigating the Nightmare of Probate with Heidi Adair

Heidi Adair is a partner at Beers Mallers whose legal practice is focused in the areas of Estate Planning and Elder Law. She is certified as an Estate Planning & Administration Specialist by the Indiana State Bar Estate Planning and Administration Specialty Certification Board. Heidi regularly advises clients regarding the protection of assets through the use of advanced Estate Planning and Elder Law planning. She has counseled numerous families regarding wills, Revocable Living Trusts, and

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A woman is sitting on the gym floor, holding a laughing child who is lying on her lap with arms raised, on a blue mat with red lines in the background. Both are wearing athletic clothing and appear to be having fun together, capturing a happy moment that underscores the importance of special needs planning.

Balancing Special Needs Planning with Your Retirement

Parents with a special needs child have many of the same wishes as all other parents. They want to make memories, do the best for their family, and prepare their child for the future. They also hope to retire one day with a measure of financial peace of mind. When there’s a will, there’s a way — and that is true of financial planning for families with special needs. It is true that unique circumstances

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An elderly couple, both wearing glasses and blue shirts, are sitting together. The man is holding a pen and looking at a document, while the woman is smiling and looking at a computer screen that displays a sketch.

3 Common Mistakes in Establishing a Trust

Have you been considering establishing a trust as part of your estate plan? Trusts are often overlooked and under-appreciated in the big picture of estate planning. Most people focus on a will, yet wills are not a silver bullet. They are simply an estate planning tool, which means that they have a clear purpose and some limitations. The function of a will is to tell the executor of your estate how you’d like your assets

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A hand holding a magnifying glass focuses on a burlap sack labeled "PENSION." The sack is placed on a table with scattered coins in front of it. A calculator is visible in the background.

How to Keep Your Family Cabin in the Family

Family cabins are part of many people’s retirement dreams. If you own vacation property, consider special cabin planning when creating your estate plan.  A cabin plan is a wealth transfer strategy designed to keep the property in the family after the owner’s passing. It can eliminate many of the challenges related to shared ownership. Wealth Transfer Strategies When the goal is to preserve the property for the family, the most complete planning scenario will incorporate a

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