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...
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Do Indiana residents need to worry about costly estate taxes?
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...
Understanding how special needs trusts work
A special needs trust (which is also called a “supplemental needs trust”) is a particular kind of irrevocable trust that is designed to enhance the quality of life for people with disabilities who rely on government programs like Supplemental Security Income (SSI) and...