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A no-contest clause in a will is designed to discourage beneficiaries from filing a formal challenge to the validity of the document. If a beneficiary contests the will and loses, the clause typically allows the court to disinherit them. A no-contest clause is...
Few situations inspire more shock during probate proceedings than discovering that a will names a child that no one in the deceased’s family knew existed. In Indiana, these situations can quickly lead to emotional conflict, legal disputes and serious questions about...
If you want to make minor amendments to your will, you don’t have to rewrite the whole document or begin from scratch. You can use a codicil to make small updates to your will while keeping the rest intact. You may, for instance, change an executor, add or remove a...
For Indiana families with significant assets, an estate plan is more than a tax strategy. It is a crisis manual. If you have not updated your advance medical directive, you risk handing your most personal healthcare decisions to a public courtroom instead of a trusted...
Many people think that they can forget about their estate plan once they have it made. They don’t realize that they may have to take the time to go over it with their adult children. Conversations about estate plans cover topics like wills, trusts, medical wishes,...
For a will to be valid after a testator dies, it must conform to numerous legal requirements. One of the most critical is that the person who drafted the document was a legal adult testator who was of sound mind. People expecting to inherit from an estate are...
If a relative or close friend has given you the responsibility of being personal representative (commonly known as executor) of their estate, you likely take that role and your obligations very seriously. Once they’ve passed away and it’s time to get to work, however,...
When writing a will, you may decide that you want to disinherit someone. This is a person who ordinarily would have been named as a beneficiary, perhaps because they were in a previous version of your estate plan or because they are a direct relative, such as an adult...
Building wealth is a dream that many people have and rarely achieve. But when it does happen, various aspects of your life are subject to change. One of these is how it affects your current estate plan. As it is not a one and done document, knowing where issues tend...
Planning for a loved one with a disability requires careful thought and long-term vision. Families often want to provide financial support while preserving access to essential public benefits. A special needs trust can help balance both goals. Understanding how these...