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Many people who purchase a life insurance policy simply name a specific beneficiary, such as their eldest child. That child receives the payout when they pass away. But there is another option, which is to put the life insurance policy into a trust. Upon the person's...
Signing a trust can feel like a major step towards protecting your family and organizing your assets. It is also a good way to ensure your estate can be passed down to your beneficiaries without going through the lengthy probate process. But what if your property and...
If you have a large estate, you may want to support a cause that matters to you while still leaving a meaningful inheritance to your family. Balancing those two goals may be difficult. You can use a will, a trust or both to leave property to family and charity. The...
Owning a will is not the only way to safeguard your future transfer of property and assets. When you have a revocable living trust (RLT), you add another layer of protection for your family and the wealth that you wish for them to receive after you pass away. To help...
Those who benefit from intergenerational wealth or achieve career success may have ownership over valuable resources. They need to plan carefully to pass those resources on to their chosen beneficiaries. Many people can achieve their legacy goals with a will, but...
When you have an adult child with special needs, it’s not unusual to worry about their future after you’re gone. That’s why a lot of parents in that situation create special needs trusts to provide for their comfort and care. When you create a trust, of course, you...
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...
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...
If you're like most Indiana residents, you've worked hard to establish your estate. Some people use trusts to provide for their loved ones. However, you can also use a charitable trust to make the most out of donations to charities. Determining the right type of trust...
If you are the parent of a special needs individual in Indiana, you probably wonder how your child will get along after your death. Special needs individuals often require specialized care throughout their lives, so meeting your child's needs is essential. Many people...