Nursing homes are meant to provide a safe and supportive environment for elderly residents and... [Read more...]
How to Protect a Personal Injury Settlement with a Special Needs Trust
If you have a child (or another loved one) who relies on government benefits such... [Read more...]
Incorporating the Annual Exclusion into Your Estate Plan
When creating an estate plan, your primary goal is likely to ensure that your assets... [Read more...]
How Long Will It Take to Receive an Inheritance in Indiana?
Learning that you are set to receive an inheritance can bring a mix of emotions.... [Read more...]
What Is a Crummey Notice?
Are you a trust beneficiary who recently received a “Crummy notice?” If so, and you... [Read more...]
Developmental Disabilities Awareness Month: Is Your Loved One with Special Needs Protected?
March is recognized as Developmental Disabilities Awareness Month, providing an opportunity to raise awareness and... [Read more...]
Should I Share My Estate Plan with Loved Ones?
Creating an estate plan is a crucial step in safeguarding your assets and ensuring that... [Read more...]
How Does Portability Fit into Your Indiana Estate Plan?
Portability is an important yet often overlooked aspect of federal gift and estate tax planning.... [Read more...]
5 Trustee Mistakes You Can Avoid Making
If you recently learned that you were appointed to serve as the Trustee of a... [Read more...]
Should I Include an Asset Protection Trust in My Indiana Estate Plan?
An essential component of estate planning involves not only acquiring wealth but also ensuring its... [Read more...]
What Happens to a Home During Probate in Indiana?
When an individual passes away, their assets, including any real estate, usually go through the... [Read more...]
Why Would I Create an Intentionally Defective Trust?
When your estate includes substantial assets, minimizing federal gift and estate taxes should be a... [Read more...]
