Service With Confidence And Results
Establishing a special needs trust (SNT) is crucial to helping ensure that a child with a serious long-term disability or medical condition receives the best possible care and quality of life while you’re alive and after you’re gone. These trusts can be established...
Drafting an estate plan involves utilizing several legal documents. One of these documents is a will. A will can outline your wishes in terms of who should inherit your assets when you die. It can also name specific guardians to look after your minor children. Thus,...
Many people do not have estate plans. The reasoning is often that it just feels too early in life. They’re not going to need that estate plan for 20 or 30 years. Life is going to change a lot in that time, so any estate plan they make today would be massively outdated...
For those with wealth, it is not uncommon to reserve a place for a private caretaker or nurse in their estate plan. It shows appreciation for their sacrifices and commitment to remain by your side and provide care when needed. However, your gift could cause concern...
Oftentimes, the home where someone lives is the single most significant financial asset in their name and the biggest contributor to their personal wealth. It therefore makes total sense that people worry about what may happen with the home where they live after they...
When people start their estate planning, they often wonder whether they need to update their will or living trust every time they buy a new car or get a new piece of jewelry. They’re concerned about what will happen to assets not specifically listed in their estate...
When a loved one passes away without a will in Indiana, the state’s intestacy laws govern the distribution of the estate. These laws outline who inherits the deceased’s property based on their familial relationships. Learn more about what happens when a loved one dies...
It’s not especially unusual for families to find more than one will after a loved one dies. This can happen for any number of reasons. However, if there are two or more wills with no clear indication that one replaces the other, you can surmise that they never got...
Trusts are set up to preserve assets and protect beneficiaries – and trustees serve a critical function in both those areas. So what happens if you don’t trust a trustee? In certain situations, a trustee’s behavior can and should raise “red flags” that warrant further...
Adults in Indiana with sizable personal resources often expect their holdings to transfer to the beneficiaries they select, including family members, close friends and charitable organizations. However, probate laws in Indiana allow outside parties with an interest in...