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.
You May Need to Make Estimated Tax Payments If…
Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.
A Living Trust Primer
Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.
Please Leave Home Without It
Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.
Couples may be able to head off many of the problems in a marriage that money can cause.
One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.
Can you keep up with your children’s mobile slang?
Military families face unique challenges, making personal finance even more critical.
Even dogs have bad days. So, what happens when your dog bites a neighbor or passing pedestrian?
Second marriages are a trigger event to revisit any existing estate strategies.
Use this calculator to estimate your capital gains tax.
This calculator helps estimate your federal estate tax liability.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Estimate your monthly and annual income from various IRA types.
Determine your potential long-term care needs and how long your current assets might last.
Using smart management to get more of what you want and free up assets to invest.
There are a number of ways to withdraw money from a qualified retirement plan.
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.
When do you need a will? The answer is easy: Right Now.
Making the most of surprises is a great reason to work with us.
In life it often happens that the answers to our most pressing questions are right in our own backyards.
Are you ready for retirement? Here are five words you should consider.
There are a few things to consider when buying or leasing your next vehicle.
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.