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.
Tax Deductions You Won't Believe
Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.
What Is a Stretch IRA?
If you have a traditional IRA, you may have the opportunity to extend its tax-deferred status across multiple generations.
Apps That Help Achieve Goals
If you find it hard to attain personal life goals, there’s an app for that!
Five phases to changing unhealthy behaviors.
Here’s a guide to explain all the parts of Medicare.
90% of small businesses in the U.S. don't protect their data from cyber attacks. Is your business at risk?
Technology tips to make your next trip even better.
To choose a plan, it’s important to ask yourself four key questions.
Monthly Social Security payments differ substantially depending on when you start receiving benefits.
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.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
This calculator helps estimate your federal estate tax liability.
Use this calculator to assess the potential benefits of a home mortgage deduction.
The chances of needing long-term care, its cost, and strategies for covering that cost.
The importance of life insurance, how it works, and how much coverage you need.
How federal estate taxes work, plus estate management documents and tactics.
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.
Around the country, attitudes about retirement are shifting.
When do you need a will? The answer is easy: Right Now.
Retirees look for ways to convert savings and investments into regular income. One option to consider is an annuity.
Recent changes in estate tax laws could affect the strategy you have in place.
What is your plan for health care during retirement?
Making the most of surprises is a great reason to work with us.