Category Archives: Estate Planning
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I’ve Been Named the Executor of a Relative’s Will in Indiana. Now What?
Losing a loved one can be hurtful, stressful, or even frightening. If you are nominated as the executor of that person’s estate, you may be wondering how to proceed with your legal obligations while working to manage your own feelings and needs. Having a basic…
What Happens if I Die Without a Will?
When a person does not have a last will and testament (or will) explicitly stating what should happen with their property and assets, it can create confusion about how to handle the estate if the person dies. When you find yourself in such a situation…
Common Estate Planning Myths Debunked
Many people hold beliefs about estate planning that are problematic or simply untrue. You may have heard some of the most common myths, like that estate plans are only for people who are wealthy or that estate plans only matter when a person dies. However,…
The Proposed Democrat Tax Plan Would Have A Major Impact On Your Estate
As an attorney who has been involved in estate, business and tax planning my whole career, I have reviewed the Democrat’s proposed tax plan, and it’s an eye opener. We all expected that the “rich” would be targeted with this plan. Who is and isn’t…
One less thing to worry about – we can help you protect your assets in the name of your Trust
In this time of extraordinary uncertainty and stress, the last thing you need is one more thing to worry about. But we would like to offer another productive way to spend your new-found “down time” as we wait for an end to our quarantines. After…
Estate planning steps that minimize your death taxes
Wealth and a network of loved ones can each take a lifetime to build, but the government can drastically affect both in a matter of seconds after you die. If you don’t plan ahead for the potential impact of estate taxes, the people and causes…
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