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Planning ahead often includes thinking about how to protect what you have earned. In Indiana, a specific tool known as a legacy trust can play a role in that planning when it fits your situation. How an Indiana legacy trust works Indiana law allows for an irrevocable...
There are three distinct types of wills that people may draft to provide instructions about their estates. Frequently, people partner with lawyers to draft printed, professional estate planning documents. Other times, testators might want to draft electronic...
A special needs trust requires the support of a trustee. The person chosen to administer the trust manages assets and makes distributions in accordance with the terms of the trust documents. Those funding a special needs trust need to consider their options carefully...
People often establish trusts when they have complicated estate planning goals or unusual family circumstances. They may also specifically create trusts to manage their most valuable assets. Some people choose to transfer ownership of their homes to trusts for their...
Disagreements over a parent’s will can surface quickly in blended families, especially when stepchildren are left out or treated differently. Indiana law allows will contests in limited situations, but only if you have the right legal standing and a valid reason....
The basis of your estate plan is probably your will. This is often what prompts people to make an estate plan in the first place. They want to make decisions about how their assets are going to be passed down to the next generation, and so they use a will to define...
Estate planning is usually associated with preparing for death, but that’s only part of the picture. Equally vital is planning for the possibility that you may become incapacitated and unable to manage your affairs. Without proper safeguards, court intervention could...
Special needs trusts are a way for people to provide for their loved ones. Parents, grandparents and other concerned parties can fund special needs trusts to help ensure the comfort of a vulnerable loved one. They can supplement a family member when they move out to...
A no-contest clause in a will aims to discourage beneficiaries from challenging it by putting their inheritance at risk if they choose to contest it and lose. It might seem like a sure way to prevent unnecessary disputes over your final instructions, but is it...
When someone retires from their job, they may start thinking about estate planning. Or they may get a serious medical diagnosis later in life. This makes them start thinking about the future for their family, so they decide to draft a will. But you don’t have to wait...