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Creating an estate plan is an important step in protecting your family, managing your assets and ensuring that your wishes are followed after you’re gone. However, estate planning is not a one-time task. As your life changes, your estate plan should change with it. An...
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...
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,...
Estate planning should provide clarity, prevent confusion and give you and your loved ones peace of mind. However, a common and often costly mistake people make during this process is choosing to favor one heir or beneficiary over another. Whether it stems from a...
Everyone living in Indiana, and anywhere else in the country, should have a will. If you haven't created one, now is the time to do so. Having a will ensures that your wishes are carried out after you die. It also makes things easier for your loved ones. Planning A...