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.
Estimating Your Estate Taxes
Estate tax laws have changed a few times in recent years. Do you know the new rules?
Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
Planning for Special Needs Children
Planning for a special-needs child can be complicated, confusing, and even overwhelming.
To choose a plan, it’s important to ask yourself four key questions.
Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.
Tips on insuring your teen driver.
Crowdfunding continues to gain momentum as more people search the Internet for financing and fundraising alternatives.
When you’re married and have children, insurance needs will be different.
Each year hundreds of children die or are injured in pool accidents. By taking seven steps, you can keep your pool safe.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Determine your potential long-term care needs and how long your current assets might last.
Estimate your monthly and annual income from various IRA types.
Use this calculator to estimate your capital gains tax.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
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.
There are a number of ways to withdraw money from a qualified retirement plan.
Using smart management to get more of what you want and free up assets to invest.
The importance of life insurance, how it works, and how much coverage you need.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.
Making the most of surprises is a great reason to work with us.
Despite recent tax-law changes, many Americans are expected to pay the AMT this year.
If you died, what would happen to your email archives, social profiles and online accounts?
A special needs trust helps care for a special needs child when you’re gone.