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2704 South Goyer Road
Kokomo, IN 46902

Alter & Rockey, Associates at Law

765.864.4090

 
Exit Strategies of the Rich and Famous Do You Feel Lucky? Estate Management 101

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.

Helpful Content

Why You Need an Estate Strategy

Why You Need an Estate Strategy

Do you have an estate strategy? You should.

Revising Estate Strategy Assumptions

Revising Estate Strategy Assumptions

Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.

Safeguard Your Digital Estate

Safeguard Your Digital Estate

If you died, what would happen to your email archives, social profiles and online accounts?

 

Choosing a Business Structure

Entrepreneurs all face the same question, “Which business structure should I adopt?”

Test Your Life Insurance Knowledge

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 Long-Term Care

Understanding the types of long-term-care services—and what those services could cost—may be critical.

Choosing a Retirement Plan that Fits Your Business

To choose a plan, it’s important to ask yourself four key questions.

Gap Insurance for Leased Cars

If you’re thinking of leasing a new car, then you shouldn’t forget about gap insurance.

Please Leave Home Without It

Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.

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Home Mortgage Deduction

Use this calculator to assess the potential benefits of a home mortgage deduction.

Lifetime of Earnings

Estimate how much you have the potential to earn during your working years.

What Is My Current Net Worth?

Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.

Capital Gains Tax Estimator

Use this calculator to estimate your capital gains tax.

What's My Potential Estate Tax?

This calculator helps estimate your federal estate tax liability.

What Is My Life Expectancy?

Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.

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Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

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When Special Care Is Needed: The Special Needs Trust

A special needs trust helps care for a special needs child when you’re gone.

Estate Management 101

A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate

Retirement Redefined

Around the country, attitudes about retirement are shifting.

Exit Strategies of the Rich and Famous

Estate conservation is too important to put off. Do you have a smart exit strategy?

How to Bake a Pie-R-A

Roth IRAs are tax advantaged in a different way from traditional IRAs.

Ready for Retirement?

Are you ready for retirement? Here are five words you should consider.

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