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As a general rule, financial planners consider you to be a high-net-worth individual if you have at least $1 million in liquid assets. Although Indiana does not have an estate tax, you still have multiple issues to address to preserve and protect your assets. Protect...
An attorney-in-fact, also known as a power of attorney (POA), is a person appointed to act on behalf of another person in legal or financial matters in Southern Indiana. Choosing the right attorney-in-fact in Indiana is a crucial decision that should not be taken...
When someone passes away in Indiana, the distribution of their assets can create conflict between family members. If there is a will or trust in place, it is meant to provide clear instructions for the distribution of assets. However, when the validity or...
A close friend or a family member has asked if you will be the executor of their Indiana will. You've agreed to do so, but do you understand what an executor is and the duties of being one? Definition of an executor An executor of a will serves as the legal...
When considering writing a living will in Indiana or anywhere else, you'll need to ask yourself some questions. These questions will help ensure that your wishes are accurately reflected in your document and properly executed. Health questions One important...
When you are estate planning in Indiana, one of the most important things to consider is your family situation. If you have a blended family, there are unique challenges that you will need to account for. Making sure that all parties are in agreement When you have a...
Indiana is one of only a half-dozen states that allows people to create a will electronically. Specific legal provisions have made electronic wills, or e-wills, a viable and legal alternative to paper wills. Here are the steps you must take to execute or revoke an...
An estate without a valid will in Indiana is intestate, which means that the court will distribute it based on state intestacy laws. There is a specific system to follow to ensure the court divides property consistently in every situation. Excluded assets Any asset...
Many people think that only the wealthy need a will, but the truth is that all Indiana residents could benefit from having one. It’s a big part of estate planning that can help you plan for the future. Who exactly needs a will? Having a will An important document in...
Making preparations for the future is one of the most important things that you can do for yourself and your loved ones in southern Indiana. This includes making arrangements for your healthcare in case you are no longer able to make decisions for yourself as well as...