[See our Disclaimers page about relying on this website’s contents.] Remember those scary sharks in the “Jaws” movies from the 1970’s and 80’s? Like those monstrous sharks, con-artists prey on unsuspecting Hoosiers every day. Unlike the salt-water sharks, however, vigilance, boldness, and common sense can repel the two legged sharks. Home Improvement Fraud Spring is a […]
[See our Disclaimers page about relying on this website’s contents.] This article concludes a two-part series of about joint bank accounts and other kinds of asset co-ownership (click here to read Part 1). Joint Accounts – Name Sequence Some people mistakenly think that it makes a difference whether someone’s name appears first or second on […]
[See our Disclaimers page about relying on this website’s contents.] This article is the first part of a two-part series of about joint bank accounts and other kinds of ownership of bank accounts and investments (Click here to read Part 2). We have seen many avoidable cases of error, fraud, and abuse over the years. […]
[See our Disclaimers page about relying on this website’s contents.] Managing someone else’s business when they die or become disabled can take you on a scavenger hunt. You may not know what you need to find or where to find it. To make a tough job worse, privacy laws severely limit the ability of banks […]
[See our Disclaimers page about relying on this website’s contents.] Social media applications like Skype, FaceTime, Foursquare, YouTube, Facebook, Twitter, LinkedIn, Flickr, and Instagram have become valuable tools for businesses and nonprofit organizations to promote goods and services, for individuals to stay up-to-date on news and information, and for friends and family stay connected across […]
[See our Disclaimers page about relying on this website’s contents.] Clients ask from time to time how long they should keep copies of their records. They often say that they have heard that you should keep records for 3 years or 7 years or 10 years. This article provides record retention guidelines for various purposes […]
[See our Disclaimers page about relying on this website’s contents.] Planning for death or nursing home care unnerves some people so much that they never reconsider their plans or they avoid planning altogether. Many people assume (incorrectly) that their wills or trusts need no updates. Laws and family situations change enough that 5-year-old wills and […]
[See our Disclaimers page about relying on this website’s contents.] You wake up one morning to the sound of a lawn mower running just outside your window and discover that your neighbor is mowing your lawn. Should your response be: a.) thank your neighbor for this random act of kindness; b.) offer to pay your […]
[See our Disclaimers page about relying on this website’s contents.] Swindlers and thieves have plagued the earth throughout time. Jesus was hung on a cross between two of them. They follow different paths into crime, but they all want the same thing – your money. If you don’t know the signs, they may sneak up […]
[See our Disclaimers page about relying on this website’s contents.] We Americans are very agreeable people. We make agreements with hospitals and doctors to deliver our children and with funeral directors to bury our parents. Some simple agreements only require common knowledge. In other cases, however, seemingly simple agreements may have important, permanent consequences. It […]
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