Indiana is one of only a half-dozen states that allows people to create a will electronically. Specific legal provisions have made electronic wills, or e-wills, a viable and legal alternative to paper wills. Here are the steps you must take to execute or revoke an...
Service With Confidence And Results

Savvy financial strategies for special needs families
Of all the innumerable challenges faced by Indiana families that include a member with special needs, perhaps the most profound involves how that particular loved one will receive appropriate care once their parents have passed away. The good news is that by applying...
Which Indiana residents can benefit from a special needs trust?
When a family member has a disability, it can be difficult for them to live independently. They may need help with everyday tasks, and they may not be able to work. This can put a strain on the family, both emotionally and financially. That's where a special needs...
Exploring an irrevocable life insurance trust
Estate planning involves many steps intended to help the planner and any beneficiaries. Often, beneficiaries receive assets as specified by a will, but some accounts may transfer to named beneficiaries. Life insurance policies also name beneficiaries, and an insured...
Purposes and types of common trusts
A trust is a legal instrument into which assets can be placed in order to provide greater flexibility in asset management or to separate the assets from the current owner for tax or probate reasons. In Indiana, the parties relevant to a trust are the settlor, the...
What do you need to know about an intestate estate in Indiana?
An estate without a valid will in Indiana is intestate, which means that the court will distribute it based on state intestacy laws. There is a specific system to follow to ensure the court divides property consistently in every situation. Excluded assets Any asset...
Irrevocable trusts and Medicaid eligibility
Many people in Indiana may be concerned about how they will cover the costs of long-term nursing care in the future. For many seniors, Medicaid is an important lifeline to pay for ongoing nursing home care, especially as the cost of such care continues to rise....
Who should have a will created?
Many people think that only the wealthy need a will, but the truth is that all Indiana residents could benefit from having one. It’s a big part of estate planning that can help you plan for the future. Who exactly needs a will? Having a will An important document in...
Common beneficiary designation mistakes in Indiana
When it comes to estate planning, beneficiary designations are one of the most important aspects that should not be overlooked. Unfortunately, many people in Indiana make critical mistakes when filling out these forms, which can have devastating consequences down the...
The top benefits of a special needs trust in Indiana
A special needs trust is a legal document that allows individuals with disabilities to receive financial assistance in the course of their lifetime. It's set up by a family member or friend, and it can help in covering the costs of medical care, housing, education and...