Estate planning is often seen as something only older adults or those with significant assets... [Read more...]
Estate Planning Strategies to Help Avoid Gift and Estate Taxes
When it comes to estate planning, your goals should include protecting your estate assets both... [Read more...]
Is It Time to Review Your Trust Agreement?
Trust agreements play a crucial role in many comprehensive estate plans giving the versatile and... [Read more...]
The Importance of Updating Fiduciaries in Your Estate Plan
A comprehensive and well thought out estate plan can protect you, your assets, and your... [Read more...]
Indiana Probate: What a Beneficiary Needs to Know
Accessing an inheritance can be a complex process, often initiated during a period of mourning... [Read more...]
Integrating Business Succession Planning into Your Estate Plan
One aspect of estate planning that is often overlooked or underestimated is business succession planning.... [Read more...]
An Overview of Adult Guardianship in Indiana
As your parents age, you may notice the signs of physical and/or mental deterioration. You... [Read more...]
8 Steps to Take When Probating an Indiana Estate
When a loved one passes away, their estate is typically required to go through the... [Read more...]
Estate Planning Tools: What Is a GRIT?
A Grantor Retained Income Trust (GRIT) is an estate planning tool designed to reduce the... [Read more...]
Who Are the Fiduciaries in My Estate Plan?
When creating your estate plan, understanding the roles of fiduciaries is crucial to ensuring that... [Read more...]
Exploring Alternatives to Adult Guardianship for Aging Parents
As your parents age, they may succumb to health and cognitive issues that impair their... [Read more...]
Almost Half of All Americans Do Not Think a Will Is Necessary
Despite recognizing the importance of estate planning, many Americans lack a basic Last Will and... [Read more...]
