At Alter & Rockey, Associates at Law, our goal is to give you peace of mind. Our firm helps families plan for life, deal with death, preserve wealth, and protect inheritances. Our clients engage us when planning for the two most important aspects of their lives: Everything they own and everyone they love.
By actively listening to our clients, we create and administer highly personalized plans that reflect our clients' own unique situations. It's not just the law, it's how the law affects you.
We routinely represent clients in the areas of: Estate Planning (including the creation of Wills and Trusts); Incapacity Planning (including the creation of Durable Powers of Attorney and Health Care Directives); Elder Law; Medical Assistance (Medicaid); Estate Administration; Trust Administration; Probate; and Small Business Formation.
We work with individuals and families living throughout Indiana. We can help you address your needs of today and for many years to come. We look forward to working with you through all stages of your life, please call (765) 864.4090.
Why You Need an Estate Strategy
Do you have an estate strategy? You should.
Revising Estate Strategy Assumptions
Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.
Safeguard Your Digital Estate
If you died, what would happen to your email archives, social profiles and online accounts?
Entrepreneurs all face the same question, “Which business structure should I adopt?”
How much do you know about one of the most important tools you have to help protect your and your family’s financial future?
Understanding the types of long-term-care services—and what those services could cost—may be critical.
To choose a plan, it’s important to ask yourself four key questions.
If you’re thinking of leasing a new car, then you shouldn’t forget about gap insurance.
Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Estimate how much you have the potential to earn during your working years.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Use this calculator to estimate your capital gains tax.
This calculator helps estimate your federal estate tax liability.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
There are a number of ways to withdraw money from a qualified retirement plan.
The importance of life insurance, how it works, and how much coverage you need.
Using smart management to get more of what you want and free up assets to invest.
How federal estate taxes work, plus estate management documents and tactics.
The chances of needing long-term care, its cost, and strategies for covering that cost.
A special needs trust helps care for a special needs child when you’re gone.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
Around the country, attitudes about retirement are shifting.
Estate conservation is too important to put off. Do you have a smart exit strategy?
Roth IRAs are tax advantaged in a different way from traditional IRAs.
Are you ready for retirement? Here are five words you should consider.