We love spending time together. Happy senior couple talking to each other and smiling while... [Read more...]
Can I Change the Terms of My Trust?
Like many people, you may include a living trust in your estate plan. As the... [Read more...]
If I Have a Family Wealth Trust Do, I Still Need a Will?
Like many people, you may choose to establish a Family Wealth Trust to use as... [Read more...]
Can Someone Object to My Appointment as My Parent’s Guardian?
Deciding to petition to become your parent’s Guardian is never an easy decision to make.... [Read more...]
What Might Be Missing from My Estate Plan?
If you have an estate plan in place it is always a good idea to... [Read more...]
Medicaid Programs for Seniors in Indiana
If you are a senior, or you will be soon, you are likely hoping to... [Read more...]
How Do I Amend My Will?
Although many people choose to incorporate a trust agreement into their estate plan, a Last... [Read more...]
Top 3 Estate Planning Documents
For the average person, estate planning is an unfamiliar – and often intimidating -- concept.... [Read more...]
Is a Senior Life Settlement Right for Me?
As a retiree, you are likely hoping to enjoy your “Golden Years” without having to... [Read more...]
Understanding the Annual Exclusion
For many people, a successful estate plan needs to limit exposure to federal and/or state... [Read more...]
Updated Federal Gift and Estate Tax Figures for 2023
Avoiding federal gift and estate taxes is a common estate planning goal. To successfully decrease... [Read more...]
Why Estate Planning Is Important for Multi-National Couples
Over the last several decades, national borders have all but disappeared, leading to a dramatic... [Read more...]
