When Indiana residents are considering an estate plan, they can easily become confused. While many will want a simple will, others might need something more sophisticated like a revocable living trust. There are positives and negatives with this type of trust and it...
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Requirements to set up a trust in Indiana
When you want to protect your assets from probate after your death, it can be beneficial to set up a trust. A trust offers a higher level of protection than a will and allows your money and assets to go directly to your beneficiaries. What to consider when setting up...
What mistakes can invalidate your will?
Many people create wills thinking they're protecting their finances and assets to ensure they're distributed to their beneficiaries following their death in Southern Indiana. Unfortunately, many people don't realize that there are errors present in their will that can...
Choosing between a revocable and irrevocable trust in Indiana
What state you live in makes a difference in what type of trust you choose. Some states don't charge high taxes on revocable trusts, and Indiana is one of those states. Three of the main factors that a grantor must consider when choosing between a revocable and...
What happens to property when no will exists?
Indiana residents may want to leave a will that provides specific instructions for the distribution of their property once they die. These legal documents also designate a caretaker for any minor children under the care of the estate planner. The estate of an...
Does estate planning support charitable giving?
Estate planning allows a person to make decisions about how to distribute his or her assets in a will. Often, heirs become the beneficiaries of a will. However, the will could leave money or other property to an Indiana charity. The testator may do what he or she...
What should seniors consider with estate planning?
Not many aging Indiana residents think about working on Medical Orders for Life-Sustaining Treatment papers with their doctor, but perhaps they should. As someone ages, taking steps to address potential medical issues and illnesses might help loved ones if a calamity...