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.
Social Security: The Elephant in the Room
Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.
A Bucket Plan to Go with Your Bucket List
Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.
Don't Buy The Hype
There are a lot of misconceptions about Social Security. Here’s the truth about three of them.
Even low inflation rates over an extended period of time can impact your finances in retirement.
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Important items to consider when purchasing condo insurance.
Each year hundreds of children die or are injured in pool accidents. By taking seven steps, you can keep your pool safe.
There are things about Social Security that might surprise you.
Estimate how much you have the potential to earn during your working years.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Estimate your monthly and annual income from various IRA types.
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.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
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.
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.
Using smart management to get more of what you want and free up assets to invest.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
There are a few things to consider when buying or leasing your next vehicle.
The market is as unpredictable as the weather. We’d love to help you prepare.
How does your ideal retirement differ from reality, and what can we do to better align the two?
Making the most of surprises is a great reason to work with us.
Are you ready for retirement? Here are five words you should consider.